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 |
Broadcom
AVGO
|
+$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$385M |
| 4 |
Amazon
AMZN
|
+$369M |
| 5 |
NVIDIA
NVDA
|
+$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$547M |
| 4 |
Norfolk Southern
NSC
|
+$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4776
Orchestra BioMed
OBIO
$139M
| $47.1K | ﹤0.01% |
9,164
+140
| +2% | +$720 |
|
4777
InnovAge Holding
INNV
$616M
| $47.1K | ﹤0.01% |
7,844
+186
| +2% | +$1.12K |
|
4778
Roivant Sciences
ROIV
$9.61B
| $47K | ﹤0.01% |
4,075
+1,048
| +35% | +$12.1K |
|
4779
Element Solutions
ESI
$6.36B
| $47K | ﹤0.01% |
1,730
-1,417
| -45% | -$38.5K |
|
4780
Rimini Street
RMNI
$417M
| $47K | ﹤0.01% |
25,392
+811
| +3% | +$1.5K |
|
4781
Tenaya Therapeutics
TNYA
$196M
| $46.9K | ﹤0.01% |
24,315
+1,894
| +8% | +$3.66K |
|
4782
Elutia
ELUT
$54.3M
| $46.6K | ﹤0.01% |
+12,235
| New | +$46.6K |
|
4783
JPMorgan US Momentum Factor ETF
JMOM
$1.67B
| $46.6K | ﹤0.01% |
815
+814
| +81,400% | +$46.5K |
|
4784
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
| $46.5K | ﹤0.01% |
1,125
+1,069
| +1,909% | +$44.2K |
|
4785
Kaspi.kz JSC
KSPI
$16.1B
| $46.4K | ﹤0.01% |
438
+282
| +181% | +$29.9K |
|
4786
FerroAtlántica
GSM
$773M
| $46.4K | ﹤0.01% |
10,001
| – | – |
|
4787
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$376M
| $46.4K | ﹤0.01% |
1,684
+770
| +84% | +$21.2K |
|
4788
Cardlytics
CDLX
$59.6M
| $46.3K | ﹤0.01% |
14,457
-430
| -3% | -$1.38K |
|
4789
Smith-Midland
SMID
$211M
| $46.2K | ﹤0.01% |
1,384
-55
| -4% | -$1.84K |
|
4790
Fidelity Enhanced Mid Cap ETF
FMDE
$3.42B
| $46K | ﹤0.01% |
1,432
+401
| +39% | +$12.9K |
|
4791
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$111M
| $45.8K | ﹤0.01% |
949
+948
| +94,800% | +$45.8K |
|
|
MXF
4792
Mexico Fund
MXF
$273M
| $45.7K | ﹤0.01% |
3,029
+1
| +0% | +$15 |
|
4793
Mammoth Energy Services
TUSK
$114M
| $45.6K | ﹤0.01% |
11,156
+480
| +4% | +$1.96K |
|
4794
Pampa Energía
PAM
$3.23B
| $45.2K | ﹤0.01% |
752
-4,400
| -85% | -$264K |
|
4795
SB Financial Group
SBFG
$132M
| $45.2K | ﹤0.01% |
2,197
+1
| +0% | +$21 |
|
4796
Cadiz
CDZI
$322M
| $45.2K | ﹤0.01% |
14,904
-512
| -3% | -$1.55K |
|
|
TELL
4797
DELISTED
Tellurian Inc.
TELL
| $44.8K | ﹤0.01% |
46,275
-17,544
| -27% | -$17K |
|
|
SBT
4798
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
| $44.4K | ﹤0.01% |
9,768
+421
| +5% | +$1.92K |
|
4799
Nuveen Multi-Market Income Fund
JMM
$60.7M
| $44.2K | ﹤0.01% |
6,950
-1
| -0% | -$6 |
|
4800
Everspin Technologies
MRAM
$154M
| $44.1K | ﹤0.01% |
7,476
-135
| -2% | -$796 |
|