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 |
Invesco QQQ Trust
QQQ
|
+$547M |
| 2 |
Chevron
CVX
|
+$460M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
+$379M |
| 4 |
EOG Resources
EOG
|
+$335M |
| 5 |
ARK Innovation ETF
ARKK
|
+$267M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.33B |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
+$309M |
| 3 |
M&T Bank
MTB
|
+$258M |
| 4 |
Apple
AAPL
|
+$220M |
| 5 |
Palo Alto Networks
PANW
|
+$205M |
Sector Composition
| 1 | Technology | 14.5% |
| 2 | Healthcare | 8.8% |
| 3 | Financials | 7.36% |
| 4 | Industrials | 6.99% |
| 5 | Consumer Discretionary | 5.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Nektar Therapeutics
NKTR
$949M
| $48K | ﹤0.01% |
4,556
+3,646
| +401% | +$38.4K |
|
4677
Blue Foundry Bancorp
BLFY
$198M
| $47.9K | ﹤0.01% |
5,029
+4,496
| +844% | +$42.8K |
|
|
SEVN
4678
Seven Hills Realty Trust
SEVN
$164M
| $47.8K | ﹤0.01% |
4,758
+2,551
| +116% | +$25.6K |
|
|
NUTX
4679
Nutex Health
NUTX
$531M
| $47.6K | ﹤0.01% |
+314
| New | +$47.6K |
|
4680
AngloGold Ashanti
AU
$33.1B
| $47.6K | ﹤0.01% |
1,968
+559
| +40% | +$13.5K |
|
4681
iShares Global Equity Factor ETF
GLOF
$155M
| $47.6K | ﹤0.01% |
1,415
+5
| +0.4% | +$168 |
|
4682
Cullinan Oncology
CGEM
$375M
| $47.5K | ﹤0.01% |
+4,648
| New | +$47.5K |
|
4683
Huazhu Hotels Group
HTHT
$11.3B
| $47.4K | ﹤0.01% |
967
+340
| +54% | +$16.7K |
|
4684
Credicorp
BAP
$21.1B
| $47.1K | ﹤0.01% |
355
-1
| -0.3% | -$133 |
|
4685
Atea Pharmaceuticals
AVIR
$241M
| $47.1K | ﹤0.01% |
14,064
+13,564
| +2,713% | +$45.4K |
|
4686
Future Fuel
FF
$171M
| $46.9K | ﹤0.01% |
6,354
+5,501
| +645% | +$40.6K |
|
4687
SEACOR Marine Holdings
SMHI
$174M
| $46.8K | ﹤0.01% |
6,153
+5,986
| +3,584% | +$45.6K |
|
4688
Athira Pharma
ATHA
$15.1M
| $46.6K | ﹤0.01% |
18,636
+6,026
| +48% | +$15.1K |
|
4689
Heron Therapeutics
HRTX
$227M
| $46.6K | ﹤0.01% |
30,854
+20,877
| +209% | +$31.5K |
|
4690
Defiance Quantum ETF
QTUM
$2.18B
| $46.5K | ﹤0.01% |
+1,000
| New | +$46.5K |
|
4691
Rigel Pharmaceuticals
RIGL
$669M
| $46.4K | ﹤0.01% |
3,513
+3,466
| +7,374% | +$45.7K |
|
4692
Direxion Auspice Broad Commodity Strategy ETF
COM
$180M
| $46.3K | ﹤0.01% |
+1,510
| New | +$46.3K |
|
|
PDS
4693
Precision Drilling
PDS
$761M
| $46.2K | ﹤0.01% |
897
+396
| +79% | +$20.4K |
|
4694
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.31B
| $46.1K | ﹤0.01% |
961
-60
| -6% | -$2.88K |
|
4695
Civista Bancshares
CIVB
$403M
| $46.1K | ﹤0.01% |
2,731
+2,730
| +273,000% | +$46.1K |
|
4696
AMC Entertainment Holdings
AMC
$1.49B
| $46K | ﹤0.01% |
919
-131
| -12% | -$6.56K |
|
4697
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
$268M
| $46K | ﹤0.01% |
1,800
-4,951
| -73% | -$127K |
|
4698
Generation Bio
GBIO
$37.7M
| $45.8K | ﹤0.01% |
1,065
+855
| +407% | +$36.8K |
|
4699
The Joint Corp
JYNT
$153M
| $45.8K | ﹤0.01% |
2,720
+1,788
| +192% | +$30.1K |
|
4700
First Business Financial Services
FBIZ
$432M
| $45.8K | ﹤0.01% |
1,500
-12,508
| -89% | -$382K |
|