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 | |
|---|---|---|---|---|---|---|
4876
SB Financial Group
SBFG
$133M
| $12.8K | ﹤0.01% |
753
+1
| +0.1% | +$17 |
|
4877
Chemung Financial Corp
CHMG
$254M
| $12.8K | ﹤0.01% |
278
-2,225
| -89% | -$102K |
|
4878
InterGroup Corp
INTG
$40.7M
| $12.7K | ﹤0.01% |
270
| – | – |
|
4879
Comstock
LODE
$158M
| $12.7K | ﹤0.01% |
4,603
+3,506
| +320% | +$9.64K |
|
4880
Lifecore Biomedical
LFCR
$294M
| $12.6K | ﹤0.01% |
1,950
-63
| -3% | -$408 |
|
4881
Mind CTI
MNDO
$24.4M
| $12.6K | ﹤0.01% |
6,014
-2,500
| -29% | -$5.25K |
|
4882
Daktronics
DAKT
$1.07B
| $12.6K | ﹤0.01% |
4,471
+3,408
| +321% | +$9.61K |
|
4883
Microvision
MVIS
$388M
| $12.6K | ﹤0.01% |
5,365
-11,564
| -68% | -$27.2K |
|
4884
Voyager Therapeutics
VYGR
$237M
| $12.6K | ﹤0.01% |
2,063
-261
| -11% | -$1.59K |
|
4885
KULR Technology Group
KULR
$197M
| $12.6K | ﹤0.01% |
1,308
+2
| +0.2% | +$19 |
|
4886
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$609M
| $12.5K | ﹤0.01% |
160
| – | – |
|
4887
FAT Brands
FAT
$34.2M
| $12.5K | ﹤0.01% |
4,537
+4
| +0.1% | +$11 |
|
|
UPH
4888
DELISTED
UpHealth, Inc.
UPH
| $12.5K | ﹤0.01% |
7,655
+1
| +0% | +$2 |
|
4889
Aqua Metals
AQMS
$5.79M
| $12.5K | ﹤0.01% |
50
| – | – |
|
4890
Astronics
ATRO
$1.47B
| $12.5K | ﹤0.01% |
1,210
-92
| -7% | -$948 |
|
4891
ACV Auctions
ACVA
$1.79B
| $12.4K | ﹤0.01% |
1,513
-847
| -36% | -$6.95K |
|
4892
BNY Mellon US Small Cap Core Equity ETF
BKSE
$60.8M
| $12.4K | ﹤0.01% |
160
| – | – |
|
|
PLYA
4893
DELISTED
Playa Hotels & Resorts
PLYA
| $12.4K | ﹤0.01% |
1,896
+3
| +0.2% | +$20 |
|
|
CALA
4894
DELISTED
Calithera Biosciences, Inc
CALA
| $12.3K | ﹤0.01% |
3,782
-1,094
| -22% | -$3.57K |
|
|
BHIL
4895
DELISTED
Benson Hill, Inc.
BHIL
| $12.3K | ﹤0.01% |
138
+19
| +16% | +$1.7K |
|
4896
Cabaletta Bio
CABA
$200M
| $12.2K | ﹤0.01% |
1,318
-2,496
| -65% | -$23.1K |
|
|
ECC
4897
Eagle Point Credit Co
ECC
$868M
| $12.1K | ﹤0.01% |
1,200
| – | – |
|
4898
Innovator US Equity Ultra Buffer ETF April
UAPR
$156M
| $12.1K | ﹤0.01% |
489
| – | – |
|
4899
Carriage Services
CSV
$691M
| $12.1K | ﹤0.01% |
440
-1,085
| -71% | -$29.9K |
|
4900
Ultrapar
UGP
$4.15B
| $12.1K | ﹤0.01% |
5,000
| – | – |
|