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 | +$1.45B | |
| 2 | +$1.04B | |
| 3 | +$748M | |
| 4 |
Constellation Energy
CEG
|
+$453M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$446M |
Top Sells
| 1 | +$780M | |
| 2 | +$671M | |
| 3 | +$468M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$314M |
| 5 |
Merck
MRK
|
+$266M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 6.94% |
| 4 | Industrials | 6.14% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Vanguard FTSE All-World ex-US ETF
VEU
$50.3B
| $116M | 0.03% |
1,917,096
-108,225
|
|
||
452
Entergy
ETR
$43.1B
| $116M | 0.03% |
1,359,349
+12,013
|
|
||
453
First Trust Financials AlphaDEX Fund
FXO
$2.22B
| $116M | 0.03% |
2,186,912
+291,716
|
|
||
454
Crown Castle
CCI
$42.4B
| $116M | 0.03% |
1,110,662
-5,492
|
|
||
455
Keurig Dr Pepper
KDP
$36.3B
| $115M | 0.03% |
3,373,142
+604,193
|
|
||
456
Public Storage
PSA
$53B
| $115M | 0.03% |
384,854
+16,023
|
|
||
457
Gartner
IT
$18.7B
| $115M | 0.03% |
273,354
-9,261
|
|
||
458
Synopsys
SNPS
$82.4B
| $114M | 0.03% |
266,327
+60,006
|
|
||
459
Vanguard Total World Stock ETF
VT
$53.9B
| $114M | 0.03% |
979,658
+712
|
|
||
460
Constellation Brands
STZ
$24.7B
| $113M | 0.03% |
617,105
-127,076
|
|
||
461
Vanguard Consumer Discretionary ETF
VCR
$6.36B
| $113M | 0.03% |
347,691
+12,684
|
|
||
462
iShares Biotechnology ETF
IBB
$6.05B
| $113M | 0.03% |
884,128
+204,332
|
|
||
463
Fastenal
FAST
$49.1B
| $113M | 0.03% |
2,907,386
+211,284
|
|
||
464
AutoZone
AZO
$67.6B
| $112M | 0.03% |
29,472
+3,321
|
|
||
465
Marriott International
MAR
$72.7B
| $112M | 0.03% |
471,299
-47,199
|
|
||
466
Corning
GLW
$72.5B
| $112M | 0.03% |
2,446,695
+141,586
|
|
||
467
Equinix
EQIX
$80B
| $112M | 0.03% |
137,160
+4,740
|
|
||
468
VictoryShares Free Cash Flow ETF
VFLO
$6.21B
| $111M | 0.03% |
3,251,340
+2,287,871
|
|
||
469
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.8B
| $111M | 0.03% |
845,656
+715,238
|
|
||
470
Marvell Technology
MRVL
$74.3B
| $111M | 0.03% |
1,807,998
+240,337
|
|
||
471
Lennox International
LII
$18.6B
| $111M | 0.03% |
198,113
-91,218
|
|
||
472
Kenvue
KVUE
$31B
| $110M | 0.02% |
4,576,760
+196,378
|
|
||
473
Prudential Financial
PRU
$36.5B
| $110M | 0.02% |
982,528
-20,231
|
|
||
474
Cooper Companies
COO
$14.2B
| $110M | 0.02% |
1,300,377
-9,970
|
|
||
475
Emcor
EME
$30.2B
| $110M | 0.02% |
296,723
+10,102
|
|