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 |
Starbucks
SBUX
|
+$838M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$834M |
| 3 |
Zoetis
ZTS
|
+$587M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$391M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$178M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.09B |
| 2 |
Amazon
AMZN
|
+$834M |
| 3 |
Becton Dickinson
BDX
|
+$503M |
| 4 |
Medtronic
MDT
|
+$449M |
| 5 |
iShares Russell 2000 ETF
IWM
|
+$378M |
Sector Composition
| 1 | Technology | 15.74% |
| 2 | Financials | 8.17% |
| 3 | Healthcare | 7.91% |
| 4 | Industrials | 7.01% |
| 5 | Consumer Discretionary | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4826
Ouster
OUST
$1.67B
| $35.7K | ﹤0.01% |
4,494
+91
| +2% | +$723 |
|
4827
CEL-SCI Corp
CVM
$67.9M
| $35.6K | ﹤0.01% |
622
+36
| +6% | +$2.06K |
|
4828
Teucrium Agricultural Fund
TAGS
$8.34M
| $35.4K | ﹤0.01% |
+1,250
| New | +$35.4K |
|
4829
Cato Corp
CATO
$90M
| $35.4K | ﹤0.01% |
6,142
+791
| +15% | +$4.56K |
|
4830
Outset Medical
OM
$244M
| $35.3K | ﹤0.01% |
1,059
-3,102
| -75% | -$103K |
|
4831
Valens Semiconductor
VLN
$184M
| $35.3K | ﹤0.01% |
+15,000
| New | +$35.3K |
|
|
IVAC
4832
DELISTED
Intevac Inc
IVAC
| $35.2K | ﹤0.01% |
9,157
+1,172
| +15% | +$4.5K |
|
4833
Fortress Biotech
FBIO
$106M
| $35K | ﹤0.01% |
17,494
+17,096
| +4,295% | +$34.2K |
|
|
PAMT
4834
PAMT CORP Common Stock
PAMT
$262M
| $34.7K | ﹤0.01% |
2,139
+277
| +15% | +$4.49K |
|
4835
United-Guardian
UG
$36.5M
| $34.6K | ﹤0.01% |
4,524
+1
| +0% | +$8 |
|
4836
Kaltura
KLTR
$266M
| $34.6K | ﹤0.01% |
25,607
+3,886
| +18% | +$5.25K |
|
4837
Century Therapeutics
IPSC
$43M
| $34.5K | ﹤0.01% |
8,263
+1,060
| +15% | +$4.43K |
|
4838
KLX Energy Services
KLXE
$31.9M
| $34.5K | ﹤0.01% |
4,462
+564
| +14% | +$4.37K |
|
4839
Sight Sciences
SGHT
$184M
| $34.5K | ﹤0.01% |
6,534
+864
| +15% | +$4.56K |
|
4840
Comtech Telecommunications
CMTL
$71.4M
| $34.4K | ﹤0.01% |
10,036
+1,096
| +12% | +$3.76K |
|
|
CLLS
4841
Cellectis
CLLS
$300M
| $34.3K | ﹤0.01% |
12,940
-1,354
| -9% | -$3.59K |
|
4842
OFS Capital
OFS
$118M
| $34.3K | ﹤0.01% |
3,451
-1
| -0% | -$10 |
|
4843
Expensify
EXFY
$176M
| $34.2K | ﹤0.01% |
18,567
+3,063
| +20% | +$5.64K |
|
4844
Core Scientific
CORZ
$4.98B
| $34K | ﹤0.01% |
+9,594
| New | +$34K |
|
|
ECC
4845
Eagle Point Credit Co
ECC
$886M
| $34K | ﹤0.01% |
+3,359
| New | +$34K |
|
|
VOXX
4846
DELISTED
VOXX International Corporation Class A
VOXX
| $33.8K | ﹤0.01% |
4,142
+487
| +13% | +$3.97K |
|
|
MAGN
4847
Magnera Corporation
MAGN
$391M
| $33.7K | ﹤0.01% |
1,297
+17
| +1% | +$442 |
|
4848
KVH Industries
KVHI
$120M
| $33.6K | ﹤0.01% |
6,597
+849
| +15% | +$4.33K |
|
4849
Canadian Solar
CSIQ
$804M
| $33.2K | ﹤0.01% |
1,681
+832
| +98% | +$16.4K |
|
4850
VanEck Gaming ETF
BJK
$27.3M
| $33.1K | ﹤0.01% |
771
+716
| +1,302% | +$30.7K |
|