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 | |
|---|---|---|---|---|---|---|
4826
Global X Conscious Companies ETF
KRMA
$695M
| $14.6K | ﹤0.01% |
529
-1,681
| -76% | -$46.5K |
|
4827
Harvard Bioscience
HBIO
$20.9M
| $14.5K | ﹤0.01% |
5,250
+5,007
| +2,060% | +$13.9K |
|
4828
Amerant Bancorp
AMTB
$864M
| $14.5K | ﹤0.01% |
541
-1,155
| -68% | -$31K |
|
4829
Karat Packaging
KRT
$485M
| $14.4K | ﹤0.01% |
1,000
-105
| -10% | -$1.51K |
|
4830
Kura Sushi USA
KRUS
$888M
| $14.3K | ﹤0.01% |
300
-79
| -21% | -$3.77K |
|
|
ASXC
4831
DELISTED
Asensus Surgical, Inc.
ASXC
| $14.3K | ﹤0.01% |
41,096
+1,039
| +3% | +$361 |
|
4832
Remitly
RELY
$3.53B
| $14.2K | ﹤0.01% |
1,241
-2,523
| -67% | -$28.9K |
|
4833
Beasley Broadcasting Group
BBGI
$10.6M
| $14.2K | ﹤0.01% |
771
| – | – |
|
|
NAK
4834
Northern Dynasty Minerals
NAK
$481M
| $14.2K | ﹤0.01% |
64,164
-500,000
| -89% | -$110K |
|
|
EIGR
4835
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
| $14.2K | ﹤0.01% |
400
-107
| -21% | -$3.79K |
|
|
EGRX
4836
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $14.1K | ﹤0.01% |
484
-658
| -58% | -$19.2K |
|
4837
Viking Therapeutics
VKTX
$2.86B
| $14.1K | ﹤0.01% |
1,504
+306
| +26% | +$2.88K |
|
4838
AdvisorShares Q Dynamic Growth ETF
QPX
$30.3M
| $14.1K | ﹤0.01% |
668
| – | – |
|
4839
Procept Biorobotics
PRCT
$2.08B
| $14.1K | ﹤0.01% |
340
-174
| -34% | -$7.23K |
|
4840
Byline Bancorp
BY
$1.31B
| $14K | ﹤0.01% |
608
-1,466
| -71% | -$33.7K |
|
4841
LendingTree
TREE
$1.02B
| $13.9K | ﹤0.01% |
654
-18,072
| -97% | -$385K |
|
|
ITOS
4842
DELISTED
iTeos Therapeutics
ITOS
| $13.9K | ﹤0.01% |
713
-1,511
| -68% | -$29.5K |
|
|
TCS
4843
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
| $13.9K | ﹤0.01% |
215
-272
| -56% | -$17.6K |
|
|
VCSA
4844
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
| $13.9K | ﹤0.01% |
550
-4
| -0.7% | -$101 |
|
4845
Pacer Industrial Real Estate ETF
INDS
$123M
| $13.8K | ﹤0.01% |
376
+1
| +0.3% | +$37 |
|
4846
Alignment Healthcare
ALHC
$3.28B
| $13.8K | ﹤0.01% |
1,176
-19,638
| -94% | -$231K |
|
4847
VanEck Uranium + Nuclear Energy ETF
NLR
$2.83B
| $13.7K | ﹤0.01% |
250
+1
| +0.4% | +$55 |
|
4848
Ooma
OOMA
$353M
| $13.6K | ﹤0.01% |
1,000
-417
| -29% | -$5.68K |
|
4849
Relay Therapeutics
RLAY
$803M
| $13.5K | ﹤0.01% |
906
-1,727
| -66% | -$25.8K |
|
4850
CarParts.com
PRTS
$41M
| $13.5K | ﹤0.01% |
2,161
-50,541
| -96% | -$316K |
|