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
| 1 |
Invesco QQQ Trust
QQQ
|
+$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$257M |
| 3 |
ARK Innovation ETF
ARKK
|
+$252M |
| 4 |
Alerian MLP ETF
AMLP
|
+$194M |
| 5 |
VF Corp
VFC
|
+$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4726
Rumble
RUM
$2.61B
| $18.5K | ﹤0.01% |
3,105
+730
| +31% | +$4.34K |
|
|
IDLB
4727
DELISTED
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
| $18.4K | ﹤0.01% |
765
-1
| -0.1% | -$24 |
|
4728
Credo Technology Group
CRDO
$29.3B
| $18.4K | ﹤0.01% |
1,383
-339
| -20% | -$4.51K |
|
4729
First Trust Managed Futures Strategy Fund
FMF
$179M
| $18.3K | ﹤0.01% |
385
+24
| +7% | +$1.14K |
|
|
DQ
4730
Daqo New Energy
DQ
$1.83B
| $18.3K | ﹤0.01% |
473
-11
| -2% | -$425 |
|
4731
HealthStream
HSTM
$860M
| $18.2K | ﹤0.01% |
733
-803
| -52% | -$19.9K |
|
4732
Bristow Group
VTOL
$1.07B
| $18.1K | ﹤0.01% |
668
-902
| -57% | -$24.5K |
|
4733
MVB Financial
MVBF
$309M
| $18.1K | ﹤0.01% |
821
+791
| +2,637% | +$17.4K |
|
4734
LG Display
LPL
$4.79B
| $18.1K | ﹤0.01% |
3,643
| – | – |
|
4735
DXP Enterprises
DXPE
$1.82B
| $18K | ﹤0.01% |
654
-469
| -42% | -$12.9K |
|
4736
Vision Marine Technologies
VMAR
$4.62M
| $18K | ﹤0.01% |
3
| – | – |
|
4737
Innoviz Technologies
INVZ
$400M
| $17.9K | ﹤0.01% |
4,564
-36
| -0.8% | -$141 |
|
4738
Playboy Inc
PLBY
$172M
| $17.9K | ﹤0.01% |
6,500
-4,147
| -39% | -$11.4K |
|
4739
LSB Industries
LXU
$593M
| $17.9K | ﹤0.01% |
1,343
-2,199
| -62% | -$29.2K |
|
4740
Columbia India Consumer ETF
INCO
$310M
| $17.8K | ﹤0.01% |
393
+392
| +39,200% | +$17.8K |
|
|
USLB
4741
DELISTED
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
| $17.8K | ﹤0.01% |
472
-1
| -0.2% | -$38 |
|
4742
HarborOne Bancorp
HONE
$579M
| $17.8K | ﹤0.01% |
1,280
-1,600
| -56% | -$22.2K |
|
4743
REX American Resources
REX
$1.01B
| $17.7K | ﹤0.01% |
556
-518
| -48% | -$16.5K |
|
4744
UNIFI
UFI
$85.4M
| $17.7K | ﹤0.01% |
2,054
-247
| -11% | -$2.13K |
|
4745
Riley Exploration Permian
REPX
$587M
| $17.7K | ﹤0.01% |
600
-3,070
| -84% | -$90.4K |
|
4746
Sierra Bancorp
BSRR
$412M
| $17.6K | ﹤0.01% |
830
-1,156
| -58% | -$24.6K |
|
4747
Utah Medical Products
UTMD
$199M
| $17.6K | ﹤0.01% |
175
-58
| -25% | -$5.83K |
|
4748
Century Casinos
CNTY
$81.4M
| $17.6K | ﹤0.01% |
2,500
-1,269
| -34% | -$8.92K |
|
4749
Amesite
AMST
$14.7M
| $17.5K | ﹤0.01% |
8,345
+3
| +0% | +$6 |
|
4750
Shoe Carnival
SCVL
$615M
| $17.5K | ﹤0.01% |
733
-21,666
| -97% | -$518K |
|