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 | |
|---|---|---|---|---|---|---|
|
CLLS
4851
Cellectis
CLLS
$290M
| $44.3K | ﹤0.01% |
24,590
+12,500
| +103% | +$22.5K |
|
4852
B. Riley Financial
RILY
$190M
| $43.8K | ﹤0.01% |
9,543
+2,952
| +45% | +$13.6K |
|
|
HIVE
4853
HIVE Digital Technologies
HIVE
$875M
| $43.8K | ﹤0.01% |
15,320
+5,800
| +61% | +$16.6K |
|
4854
Lifetime Brands
LCUT
$88.4M
| $43.1K | ﹤0.01% |
7,300
+1,590
| +28% | +$9.4K |
|
4855
Black Diamond Therapeutics
BDTX
$185M
| $43.1K | ﹤0.01% |
20,119
+5,932
| +42% | +$12.7K |
|
4856
United-Guardian
UG
$35.8M
| $43K | ﹤0.01% |
4,501
| – | – |
|
4857
Emerald Holding
EEX
$980M
| $43K | ﹤0.01% |
8,919
+1,943
| +28% | +$9.37K |
|
|
EDN
4858
Edenor
EDN
$746M
| $42.9K | ﹤0.01% |
1,000
| – | – |
|
4859
Ultralife
ULBI
$114M
| $42.9K | ﹤0.01% |
5,759
+1,323
| +30% | +$9.86K |
|
4860
Vipshop
VIPS
$8.97B
| $42.8K | ﹤0.01% |
3,177
-295
| -8% | -$3.97K |
|
4861
Mammoth Energy Services
TUSK
$114M
| $42.8K | ﹤0.01% |
14,263
+3,107
| +28% | +$9.32K |
|
4862
TAL Education Group
TAL
$6.67B
| $42.7K | ﹤0.01% |
4,265
+190
| +5% | +$1.9K |
|
4863
Applied Therapeutics
APLT
$60.6M
| $42.3K | ﹤0.01% |
49,457
+13,721
| +38% | +$11.7K |
|
4864
NL Industries
NL
$295M
| $42.2K | ﹤0.01% |
5,436
+1,077
| +25% | +$8.37K |
|
4865
Nuveen Multi-Asset Income Fund
NMAI
$435M
| $42.2K | ﹤0.01% |
3,501
+899
| +35% | +$10.8K |
|
4866
Blue Ridge Bankshares
BRBS
$380M
| $41.9K | ﹤0.01% |
+12,998
| New | +$41.9K |
|
4867
Acrivon Therapeutics
ACRV
$47.8M
| $41.7K | ﹤0.01% |
6,933
+1,511
| +28% | +$9.1K |
|
4868
iShares MSCI Chile ETF
ECH
$713M
| $41.5K | ﹤0.01% |
1,658
-2,007
| -55% | -$50.3K |
|
4869
Kezar Life Sciences
KZR
$28.9M
| $41.5K | ﹤0.01% |
6,177
-1,639
| -21% | -$11K |
|
4870
Telomir Pharmaceuticals
TELO
$46M
| $41.4K | ﹤0.01% |
10,044
+8,245
| +458% | +$34K |
|
4871
Strawberry Fields REIT
STRW
$154M
| $41.1K | ﹤0.01% |
3,902
+1,107
| +40% | +$11.7K |
|
4872
InnovAge Holding
INNV
$616M
| $41.1K | ﹤0.01% |
10,464
+2,620
| +33% | +$10.3K |
|
4873
American Well
AMWL
$107M
| $41.1K | ﹤0.01% |
5,668
-3,228
| -36% | -$23.4K |
|
|
PWOD
4874
DELISTED
Penns Woods Bancorp
PWOD
| $41.1K | ﹤0.01% |
1,351
+451
| +50% | +$13.7K |
|
4875
United Microelectronic
UMC
$17B
| $41K | ﹤0.01% |
6,314
-6,496
| -51% | -$42.2K |
|