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 |
Starbucks
SBUX
|
+$838M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$834M |
| 3 |
Zoetis
ZTS
|
+$587M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$391M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$178M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 2 |
Amazon
AMZN
|
+$834M |
| 3 |
Becton Dickinson
BDX
|
+$503M |
| 4 |
Medtronic
MDT
|
+$449M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$378M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 8.17% |
| 3 | Healthcare | 7.91% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Amer Sports
AS
$20.6B
| $53.8K | ﹤0.01% |
+3,300
| New | +$53.8K |
|
4677
Nuveen ESG International Developed Markets Equity ETF
NUDM
$607M
| $53.7K | ﹤0.01% |
+1,729
| New | +$53.7K |
|
4678
BioAtla
BCAB
$42.4M
| $53.6K | ﹤0.01% |
15,595
+2,005
| +15% | +$6.9K |
|
4679
Nautilus Biotechnolgy
NAUT
$94.8M
| $53.3K | ﹤0.01% |
18,141
+2,291
| +14% | +$6.74K |
|
4680
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.56B
| $53K | ﹤0.01% |
1,501
+1,326
| +758% | +$46.8K |
|
4681
Lexeo Therapeutics
LXEO
$281M
| $52.8K | ﹤0.01% |
3,369
+3,297
| +4,579% | +$51.7K |
|
4682
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$629M
| $52.7K | ﹤0.01% |
+1,141
| New | +$52.7K |
|
4683
Veritone
VERI
$221M
| $52.4K | ﹤0.01% |
9,970
+679
| +7% | +$3.57K |
|
|
QIPT
4684
Quipt Home Medical
QIPT
$114M
| $52.2K | ﹤0.01% |
11,941
+1,635
| +16% | +$7.15K |
|
4685
Contango ORE
CTGO
$291M
| $52.1K | ﹤0.01% |
2,625
+433
| +20% | +$8.6K |
|
4686
Dimensional International Small Cap ETF
DFIS
$3.95B
| $52.1K | ﹤0.01% |
2,079
| – | – |
|
|
CMBT
4687
CMB.TECH NV
CMBT
$2.73B
| $51.7K | ﹤0.01% |
3,123
+1,000
| +47% | +$16.6K |
|
4688
J. Jill
JILL
$273M
| $51.5K | ﹤0.01% |
1,611
+207
| +15% | +$6.62K |
|
4689
Karyopharm Therapeutics
KPTI
$54.3M
| $51.2K | ﹤0.01% |
2,260
+302
| +15% | +$6.84K |
|
4690
PepGen
PEPG
$63.6M
| $51.1K | ﹤0.01% |
3,476
+502
| +17% | +$7.38K |
|
4691
Nuveen ESG Emerging Markets Equity ETF
NUEM
$320M
| $50.7K | ﹤0.01% |
+1,843
| New | +$50.7K |
|
4692
VTEX
VTEX
$764M
| $50.5K | ﹤0.01% |
+6,184
| New | +$50.5K |
|
|
PNF
4693
DELISTED
PIMCO New York Municipal Income Fund
PNF
| $50.2K | ﹤0.01% |
6,500
+3,500
| +117% | +$27K |
|
|
ICAD
4694
DELISTED
iCAD Inc
ICAD
| $50.2K | ﹤0.01% |
31,150
+25,127
| +417% | +$40.5K |
|
|
AFMD
4695
DELISTED
Affimed
AFMD
| $50.1K | ﹤0.01% |
9,445
-4,506
| -32% | -$23.9K |
|
|
PHK
4696
PIMCO High Income Fund
PHK
$853M
| $50K | ﹤0.01% |
10,127
+3,945
| +64% | +$19.5K |
|
4697
FerroAtlántica
GSM
$774M
| $49.8K | ﹤0.01% |
10,000
| – | – |
|
4698
HF Foods Group
HFFG
$182M
| $49.8K | ﹤0.01% |
14,228
+1,827
| +15% | +$6.4K |
|
4699
Biglari Holdings Class B
BH
$961M
| $49.5K | ﹤0.01% |
261
+34
| +15% | +$6.45K |
|
4700
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$303M
| $49.4K | ﹤0.01% |
+1,567
| New | +$49.4K |
|