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 |
Apple
AAPL
|
+$905M |
| 2 |
Microsoft
MSFT
|
+$831M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$687M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$589M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$379M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.35% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.69% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4851
nLIGHT
LASR
$1.47B
| $23K | ﹤0.01% |
2,259
-85,089
| -97% | -$866K |
|
4852
Lee Enterprises
LEE
$33.5M
| $23K | ﹤0.01% |
1,184
-5,637
| -83% | -$110K |
|
4853
Maui Land & Pineapple Co
MLP
$383M
| $23K | ﹤0.01% |
2,430
+3
| +0.1% | +$28 |
|
4854
Runway Growth Finance
RWAY
$373M
| $23K | ﹤0.01% |
2,001
-1,469
| -42% | -$16.9K |
|
4855
Utah Medical Products
UTMD
$198M
| $23K | ﹤0.01% |
267
-4,870
| -95% | -$420K |
|
4856
W&T Offshore
WTI
$268M
| $23K | ﹤0.01% |
5,424
-46,036
| -89% | -$195K |
|
4857
Xeris Biopharma Holdings
XERS
$1.24B
| $23K | ﹤0.01% |
14,747
+3,634
| +33% | +$5.67K |
|
4858
Y-mAbs Therapeutics
YMAB
| $23K | ﹤0.01% |
1,533
-16,354
| -91% | -$245K |
|
|
EGIO
4859
DELISTED
Edgio, Inc. Common Stock
EGIO
| $23K | ﹤0.01% |
246
-591
| -71% | -$55.3K |
|
|
PAYA
4860
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
| $23K | ﹤0.01% |
3,491
-50,140
| -93% | -$330K |
|
|
SRGA
4861
DELISTED
Surgalign Holdings, Inc. Common Stock
SRGA
| $23K | ﹤0.01% |
6,708
+3
| +0% | +$10 |
|
|
MIMO
4862
DELISTED
Airspan Networks Holdings Inc.
MIMO
| $23K | ﹤0.01% |
7,436
-2,505
| -25% | -$7.75K |
|
|
CORR
4863
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $23K | ﹤0.01% |
9,163
-1,223
| -12% | -$3.07K |
|
4864
Archer Aviation
ACHR
$5.81B
| $22K | ﹤0.01% |
7,119
+3,182
| +81% | +$9.83K |
|
4865
ACV Auctions
ACVA
$1.76B
| $22K | ﹤0.01% |
3,390
-187,942
| -98% | -$1.22M |
|
4866
ADMA Biologics
ADMA
$3.71B
| $22K | ﹤0.01% |
11,195
+1,590
| +17% | +$3.13K |
|
4867
AnaptysBio
ANAB
$554M
| $22K | ﹤0.01% |
1,096
-19,694
| -95% | -$395K |
|
|
CIF
4868
MFS Intermediate High Income Fund
CIF
$31.7M
| $22K | ﹤0.01% |
11,776
+7,775
| +194% | +$14.5K |
|
4869
Intapp
INTA
$3.69B
| $22K | ﹤0.01% |
1,501
-10,898
| -88% | -$160K |
|
4870
Samsara
IOT
$22.3B
| $22K | ﹤0.01% |
1,972
-2,880
| -59% | -$32.1K |
|
4871
Lifecore Biomedical
LFCR
$288M
| $22K | ﹤0.01% |
2,284
-23,830
| -91% | -$230K |
|
4872
Life Time Group Holdings
LTH
$6.12B
| $22K | ﹤0.01% |
1,663
-8,150
| -83% | -$108K |
|
4873
Mirion Technologies
MIR
$5.23B
| $22K | ﹤0.01% |
3,821
+882
| +30% | +$5.08K |
|
4874
Miller Industries
MLR
$452M
| $22K | ﹤0.01% |
984
-7,326
| -88% | -$164K |
|
4875
IQ MacKay Municipal Insured ETF
MMIN
$343M
| $22K | ﹤0.01% |
900
-7,379
| -89% | -$180K |
|