Wells Fargo Portfolio holdings
Wells Fargo & Company, founded in 1852 by Henry Wells and William Fargo, is a major American financial institution headquartered in San Francisco, California, known for its extensive retail banking network and historical roots in the American West. Offering a wide range of services—including consumer banking, mortgages, wealth management, and commercial finance—it manages trillions in assets and serves millions of customers through thousands of branches and ATMs across the U.S. Despite its prominence, Wells Fargo faced significant scrutiny following a 2016 scandal involving millions of unauthorized accounts, leading to leadership changes and regulatory penalties, though it has since focused on rebuilding trust and enhancing digital banking capabilities. With a legacy tied to stagecoaches and a modern focus on diversified financial services, Wells Fargo remains a key player in the U.S. banking sector.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4651
Inhibrx
INBX
$384M
| $64.1K | ﹤0.01% |
+4,521
| New | +$64.1K |
|
4652
Cartesian Therapeutics
RNAC
$250M
| $63.9K | ﹤0.01% |
2,367
+1,025
| +76% | +$27.7K |
|
4653
Black Diamond Therapeutics
BDTX
$180M
| $63.9K | ﹤0.01% |
13,718
+13,439
| +4,817% | +$62.6K |
|
4654
Riskified
RSKD
$703M
| $63.9K | ﹤0.01% |
10,000
| – | – |
|
4655
Arq
ARQ
$307M
| $63.8K | ﹤0.01% |
10,516
+10,306
| +4,908% | +$62.6K |
|
4656
ALX Oncology
ALXO
$56.2M
| $63.8K | ﹤0.01% |
10,575
+1,251
| +13% | +$7.54K |
|
4657
IBEX
IBEX
$520M
| $63.8K | ﹤0.01% |
3,941
+1,269
| +47% | +$20.5K |
|
4658
Liberty Live Group Series A
LLYVA
$8.86B
| $63.5K | ﹤0.01% |
1,692
-236
| -12% | -$8.85K |
|
4659
NEOS S&P 500 High Income ETF
SPYI
$5.22B
| $63.5K | ﹤0.01% |
1,266
+1,264
| +63,200% | +$63.4K |
|
4660
Eos Energy Enterprises
EOSE
$2.37B
| $63.4K | ﹤0.01% |
49,900
-84,447
| -63% | -$107K |
|
4661
Atossa Therapeutics
ATOS
$107M
| $63.1K | ﹤0.01% |
53,065
+52,144
| +5,662% | +$62.1K |
|
4662
Flexsteel Industries
FLXS
$251M
| $63K | ﹤0.01% |
2,029
+1,999
| +6,663% | +$62.1K |
|
4663
MeiraGTx Holdings
MGTX
$589M
| $62.9K | ﹤0.01% |
14,941
+3,974
| +36% | +$16.7K |
|
4664
Concrete Pumping Holdings
BBCP
$362M
| $62.8K | ﹤0.01% |
10,456
+2,371
| +29% | +$14.3K |
|
4665
Virco
VIRC
$127M
| $62.8K | ﹤0.01% |
4,506
+4,431
| +5,908% | +$61.8K |
|
4666
Adverum Biotechnologies
ADVM
$60.4M
| $62.7K | ﹤0.01% |
9,140
+8,998
| +6,337% | +$61.7K |
|
4667
ProShares Hedge Replication ETF
HDG
$24.3M
| $62.6K | ﹤0.01% |
1,282
-710
| -36% | -$34.7K |
|
4668
JPMorgan BetaBuilders US Equity ETF
BBUS
$5.49B
| $62.4K | ﹤0.01% |
+636
| New | +$62.4K |
|
4669
VanEck International High Yield Bond ETF
IHY
$46.9M
| $62.2K | ﹤0.01% |
3,029
-90,829
| -97% | -$1.87M |
|
4670
Rumble
RUM
$2.55B
| $62.2K | ﹤0.01% |
11,211
-7,167
| -39% | -$39.8K |
|
|
ADAP
4671
Adaptimmune Therapeutics
ADAP
$21.4M
| $62.1K | ﹤0.01% |
63,672
+9,500
| +18% | +$9.26K |
|
4672
Biglari Holdings Class B
BH
$960M
| $61.9K | ﹤0.01% |
320
+59
| +23% | +$11.4K |
|
4673
Grupo Aeroportuario del Sureste
ASR
$10.1B
| $61.9K | ﹤0.01% |
207
-4
| -2% | -$1.2K |
|
4674
iShares US Small Cap Value Factor ETF
SVAL
$143M
| $61.3K | ﹤0.01% |
2,100
+2,099
| +209,900% | +$61.3K |
|
4675
Pioneer Bancorp
PBFS
$338M
| $61.2K | ﹤0.01% |
6,117
+2,022
| +49% | +$20.2K |
|