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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4826
Core Scientific, Inc. Tranche 1 Warrants
CORZW
$937M
| $47.7K | ﹤0.01% |
5,798
| – | – |
|
4827
Roadzen
RDZN
$75.2M
| $47.6K | ﹤0.01% |
21,856
+15,064
| +222% | +$32.8K |
|
4828
Fortuna Silver Mines
FSM
$2.56B
| $47.6K | ﹤0.01% |
11,104
-155,081
| -93% | -$665K |
|
|
AD
4829
Array Digital Infrastructure, Inc.
AD
$4.41B
| $47.2K | ﹤0.01% |
753
+38
| +5% | +$2.38K |
|
4830
Invesco AI and Next Gen Software ETF
IGPT
$545M
| $46.8K | ﹤0.01% |
1,034
+497
| +93% | +$22.5K |
|
|
SUNS
4831
Sunrise Realty Trust, Inc. Common Stock
SUNS
$151M
| $46.6K | ﹤0.01% |
3,311
+722
| +28% | +$10.2K |
|
4832
Alto Neuroscience
ANRO
$105M
| $46.5K | ﹤0.01% |
10,989
+3,139
| +40% | +$13.3K |
|
4833
Paysign
PAYS
$301M
| $46.5K | ﹤0.01% |
15,385
+5,243
| +52% | +$15.8K |
|
4834
Butterfly Network
BFLY
$395M
| $46.3K | ﹤0.01% |
14,839
+1,952
| +15% | +$6.09K |
|
4835
XBiotech
XBIT
$83.8M
| $46.2K | ﹤0.01% |
11,701
+2,548
| +28% | +$10.1K |
|
4836
Lexicon Pharmaceuticals
LXRX
$418M
| $46.2K | ﹤0.01% |
62,523
-13,966
| -18% | -$10.3K |
|
4837
SB Financial Group
SBFG
$132M
| $45.9K | ﹤0.01% |
2,196
-1
| -0% | -$21 |
|
|
IGMS
4838
DELISTED
IGM Biosciences
IGMS
| $45.5K | ﹤0.01% |
7,444
+2,457
| +49% | +$15K |
|
|
ASM
4839
Avino Silver & Gold Mines
ASM
$640M
| $45.3K | ﹤0.01% |
51,446
-300
| -0.6% | -$264 |
|
4840
Pyxis Oncology
PYXS
$113M
| $45.2K | ﹤0.01% |
28,949
+4,724
| +20% | +$7.37K |
|
4841
Ispire Technology
ISPR
$187M
| $45.1K | ﹤0.01% |
8,976
+3,060
| +52% | +$15.4K |
|
4842
HireQuest
HQI
$141M
| $45.1K | ﹤0.01% |
3,187
+847
| +36% | +$12K |
|
4843
Tenaya Therapeutics
TNYA
$196M
| $45.1K | ﹤0.01% |
31,553
+7,238
| +30% | +$10.4K |
|
4844
Acumen Pharmaceuticals
ABOS
$80M
| $44.9K | ﹤0.01% |
26,119
+4,861
| +23% | +$8.36K |
|
4845
ARK Israel Innovative Technology ETF
IZRL
$126M
| $44.6K | ﹤0.01% |
1,991
+249
| +14% | +$5.58K |
|
|
INGM
4846
Ingram Micro Holding Corporation
INGM
$4.93B
| $44.6K | ﹤0.01% |
+2,299
| New | +$44.6K |
|
4847
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$111M
| $44.4K | ﹤0.01% |
948
-1
| -0.1% | -$47 |
|
4848
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$324M
| $44.4K | ﹤0.01% |
+1,518
| New | +$44.4K |
|
4849
VictoryShares WestEnd US Sector ETF
MODL
$620M
| $44.3K | ﹤0.01% |
+1,102
| New | +$44.3K |
|
|
SEG
4850
Seaport Entertainment Group Inc.
SEG
$331M
| $44.3K | ﹤0.01% |
1,585
+581
| +58% | +$16.2K |
|