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
Top Sells
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$223M
| $178K | ﹤0.01% |
2,783
+570
| +26% | +$36.5K |
|
4677
SuRo Capital
SSSS
$221M
| $178K | ﹤0.01% |
34,000
-28,591
| -46% | -$150K |
|
|
ELOX
4678
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
| $178K | ﹤0.01% |
980
-14
| -1% | -$2.54K |
|
4679
Embraer
ERJ
$10.5B
| $177K | ﹤0.01% |
10,217
-714
| -7% | -$12.4K |
|
4680
Geron
GERN
$810M
| $177K | ﹤0.01% |
133,561
+5,326
| +4% | +$7.06K |
|
4681
Verastem
VSTM
$598M
| $177K | ﹤0.01% |
12,197
+414
| +4% | +$6.01K |
|
4682
Airgain
AIRG
$48.9M
| $176K | ﹤0.01% |
14,917
+4,385
| +42% | +$51.7K |
|
4683
Escalade
ESCA
$171M
| $176K | ﹤0.01% |
16,167
+436
| +3% | +$4.75K |
|
4684
NIO
NIO
$14B
| $176K | ﹤0.01% |
112,353
-119,855
| -52% | -$188K |
|
|
SWI
4685
DELISTED
SolarWinds Corporation Common Stock
SWI
| $175K | ﹤0.01% |
8,961
+94
| +1% | +$1.84K |
|
4686
Diana Shipping
DSX
$225M
| $175K | ﹤0.01% |
74,068
+5,914
| +9% | +$14K |
|
4687
Ecopetrol
EC
$18.8B
| $175K | ﹤0.01% |
10,272
-36,763
| -78% | -$626K |
|
|
ITCI
4688
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $175K | ﹤0.01% |
23,531
+2,789
| +13% | +$20.7K |
|
4689
EVI Industries
EVI
$348M
| $173K | ﹤0.01% |
5,428
+298
| +6% | +$9.5K |
|
4690
Hovnanian Enterprises
HOV
$895M
| $173K | ﹤0.01% |
8,992
-164
| -2% | -$3.16K |
|
4691
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$699M
| $173K | ﹤0.01% |
2,354
+408
| +21% | +$30K |
|
|
TGH
4692
DELISTED
Textainer Group Holdings limited
TGH
| $173K | ﹤0.01% |
17,498
+938
| +6% | +$9.27K |
|
|
NETI
4693
DELISTED
Eneti Inc.
NETI
| $173K | ﹤0.01% |
3,069
+165
| +6% | +$9.3K |
|
|
EVLO
4694
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
| $173K | ﹤0.01% |
1,423
+189
| +15% | +$23K |
|
|
GTYH
4695
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
| $173K | ﹤0.01% |
27,734
+27,507
| +12,118% | +$172K |
|
4696
iShares US Oil Equipment & Services ETF
IEZ
$113M
| $172K | ﹤0.01% |
9,801
-3,013
| -24% | -$52.9K |
|
4697
Telus
TU
$24.3B
| $172K | ﹤0.01% |
9,700
+1,788
| +23% | +$31.7K |
|
|
HUYA
4698
Huya Inc
HUYA
$780M
| $170K | ﹤0.01% |
7,193
-2,636
| -27% | -$62.3K |
|
4699
MeiraGTx Holdings
MGTX
$612M
| $170K | ﹤0.01% |
10,618
-11,012
| -51% | -$176K |
|
4700
Nova
NVMI
$8.69B
| $170K | ﹤0.01% |
+5,352
| New | +$170K |
|