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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4726
FerroAtlántica
GSM
$767M
| $53.6K | ﹤0.01% |
10,001
+1
| +0% | +$5 |
|
4727
Lexeo Therapeutics
LXEO
$289M
| $53.6K | ﹤0.01% |
3,341
-28
| -0.8% | -$449 |
|
4728
Ituran Location and Control
ITRN
$707M
| $53.4K | ﹤0.01% |
2,166
+45
| +2% | +$1.11K |
|
4729
Foghorn Therapeutics
FHTX
$271M
| $53.3K | ﹤0.01% |
9,272
+3,193
| +53% | +$18.4K |
|
|
PNST
4730
DELISTED
Pinstripes Holdings, Inc.
PNST
| $52.8K | ﹤0.01% |
19,200
+19,041
| +11,975% | +$52.4K |
|
4731
Entravision Communication
EVC
$221M
| $52.6K | ﹤0.01% |
25,897
+7,891
| +44% | +$16K |
|
4732
HF Foods Group
HFFG
$180M
| $52.5K | ﹤0.01% |
17,497
+3,269
| +23% | +$9.81K |
|
4733
NI Holdings
NODK
$283M
| $52.4K | ﹤0.01% |
3,428
+586
| +21% | +$8.97K |
|
|
NREF
4734
NexPoint Real Estate Finance
NREF
$248M
| $52.4K | ﹤0.01% |
3,819
+961
| +34% | +$13.2K |
|
4735
Sera Prognostics
SERA
$122M
| $52.3K | ﹤0.01% |
8,837
+8,687
| +5,791% | +$51.4K |
|
4736
TTEC Holdings
TTEC
$178M
| $51.9K | ﹤0.01% |
8,821
+1,646
| +23% | +$9.68K |
|
4737
Arcos Dorados Holdings
ARCO
$1.43B
| $51.8K | ﹤0.01% |
5,751
-3,644
| -39% | -$32.8K |
|
|
ELEV
4738
DELISTED
Elevation Oncology
ELEV
| $51.7K | ﹤0.01% |
19,146
+18,901
| +7,715% | +$51K |
|
4739
Fidelity Enhanced International ETF
FENI
$4.12B
| $51.7K | ﹤0.01% |
1,823
-139
| -7% | -$3.94K |
|
|
CMBT
4740
CMB.TECH NV
CMBT
$2.74B
| $51.4K | ﹤0.01% |
3,123
| – | – |
|
4741
Century Therapeutics
IPSC
$42.5M
| $51.4K | ﹤0.01% |
20,158
+11,895
| +144% | +$30.3K |
|
4742
Cardiff Oncology
CRDF
$134M
| $51.1K | ﹤0.01% |
23,019
+15,194
| +194% | +$33.7K |
|
4743
Harvard Bioscience
HBIO
$20.8M
| $50.8K | ﹤0.01% |
17,830
+4,531
| +34% | +$12.9K |
|
4744
Nautilus Biotechnolgy
NAUT
$91M
| $50.8K | ﹤0.01% |
21,706
+3,565
| +20% | +$8.34K |
|
4745
Rallybio
RLYB
$23.8M
| $50.7K | ﹤0.01% |
37,800
+11,785
| +45% | +$15.8K |
|
4746
Baytex Energy
BTE
$1.96B
| $50.5K | ﹤0.01% |
14,591
-1,841
| -11% | -$6.38K |
|
4747
Annovis Bio
ANVS
$45.2M
| $50.4K | ﹤0.01% |
8,747
-54
| -0.6% | -$311 |
|
4748
Rigel Pharmaceuticals
RIGL
$614M
| $49.7K | ﹤0.01% |
6,041
+751
| +14% | +$6.17K |
|
4749
Acumen Pharmaceuticals
ABOS
$75.7M
| $49.4K | ﹤0.01% |
20,431
+19,223
| +1,591% | +$46.5K |
|
4750
1stdibs.com
DIBS
$102M
| $49.4K | ﹤0.01% |
10,995
+10,314
| +1,515% | +$46.3K |
|