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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4676
Fidelity Corporate Bond ETF
FCOR
$290M
| $88.2K | ﹤0.01% |
+1,864
| New | +$88.2K |
|
4677
Sight Sciences
SGHT
$181M
| $88.2K | ﹤0.01% |
21,348
+4,373
| +26% | +$18.1K |
|
4678
Nuveen Missouri Quality Municipal Income Fund
NOM
$26.4M
| $88.1K | ﹤0.01% |
8,501
+8,500
| +850,000% | +$88.1K |
|
4679
Element Solutions
ESI
$6.36B
| $87.8K | ﹤0.01% |
3,878
+1,829
| +89% | +$41.4K |
|
4680
CB Financial Services
CBFV
$166M
| $87.8K | ﹤0.01% |
3,082
+2,975
| +2,780% | +$84.8K |
|
4681
EverCommerce
EVCM
$2.15B
| $87.7K | ﹤0.01% |
8,353
-2,438
| -23% | -$25.6K |
|
4682
Stratus Properties
STRS
$159M
| $87.6K | ﹤0.01% |
4,638
+931
| +25% | +$17.6K |
|
|
THRD
4683
DELISTED
Third Harmonic Bio
THRD
| $87.5K | ﹤0.01% |
16,118
+2,962
| +23% | +$16.1K |
|
4684
Benitec Biopharma
BNTC
$364M
| $87.5K | ﹤0.01% |
+7,478
| New | +$87.5K |
|
4685
LiveWire
LVWR
$986M
| $87.3K | ﹤0.01% |
18,984
+10,289
| +118% | +$47.3K |
|
|
PLL
4686
DELISTED
Piedmont Lithium
PLL
| $87.2K | ﹤0.01% |
14,990
-349
| -2% | -$2.03K |
|
|
DXIV
4687
Dimensional International Vector Equity ETF
DXIV
$111M
| $86.9K | ﹤0.01% |
+1,497
| New | +$86.9K |
|
|
USAS
4688
Americas Gold and Silver
USAS
$777M
| $86.5K | ﹤0.01% |
42,834
+6,428
| +18% | +$13K |
|
4689
First Capital
FCAP
$146M
| $86.4K | ﹤0.01% |
2,093
+2,092
| +209,200% | +$86.4K |
|
4690
European Wax Center
EWCZ
$169M
| $86.2K | ﹤0.01% |
15,318
+144
| +0.9% | +$811 |
|
|
CXE
4691
MFS High Income Municipal Trust
CXE
$117M
| $86.1K | ﹤0.01% |
24,044
+13,131
| +120% | +$47K |
|
4692
Y-mAbs Therapeutics
YMAB
$390M
| $85.9K | ﹤0.01% |
19,037
+1,185
| +7% | +$5.34K |
|
4693
Larimar Therapeutics
LRMR
$336M
| $85.4K | ﹤0.01% |
29,559
+7,065
| +31% | +$20.4K |
|
4694
Flexsteel Industries
FLXS
$258M
| $85.4K | ﹤0.01% |
2,371
-431
| -15% | -$15.5K |
|
|
BNT
4695
Brookfield Wealth Solutions Ltd.
BNT
$19.3B
| $85K | ﹤0.01% |
1,376
+3
| +0.2% | +$185 |
|
4696
Citizens Community Bancorp
CZWI
$162M
| $85K | ﹤0.01% |
6,160
+6,159
| +615,900% | +$85K |
|
4697
Atomera
ATOM
$106M
| $84.9K | ﹤0.01% |
16,845
+15,125
| +879% | +$76.2K |
|
4698
Idaho Strategic Resources
IDR
$440M
| $84.9K | ﹤0.01% |
+6,488
| New | +$84.9K |
|
4699
BV Financial
BVFL
$165M
| $84.7K | ﹤0.01% |
+5,561
| New | +$84.7K |
|
4700
Kaltura
KLTR
$266M
| $84.6K | ﹤0.01% |
42,106
-4,473
| -10% | -$8.99K |
|