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
|
+$3.47B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.36B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$705M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$500M |
| 5 |
Nike
NKE
|
+$208M |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$1.3B |
| 2 |
Clorox
CLX
|
+$321M |
| 3 |
Walmart
WMT
|
+$237M |
| 4 |
Microsoft
MSFT
|
+$164M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$159M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 8.54% |
| 3 | Financials | 7.21% |
| 4 | Industrials | 6.83% |
| 5 | Consumer Discretionary | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRGE
4876
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
| $58.3K | ﹤0.01% |
59,514
+28,510
| +92% | +$27.9K |
|
4877
HireQuest
HQI
$139M
| $58.2K | ﹤0.01% |
2,235
+2,199
| +6,108% | +$57.2K |
|
4878
Adecoagro
AGRO
$813M
| $58.2K | ﹤0.01% |
6,214
| – | – |
|
4879
Bank Of The James
BOTJ
$70.4M
| $58K | ﹤0.01% |
6,371
+1
| +0% | +$9 |
|
4880
Noodles & Co
NDLS
$31.4M
| $57.9K | ﹤0.01% |
17,133
+8,857
| +107% | +$29.9K |
|
4881
Waldencast
WALD
$215M
| $57.9K | ﹤0.01% |
+7,491
| New | +$57.9K |
|
|
HSHP
4882
Himalaya Shipping
HSHP
$406M
| $57.9K | ﹤0.01% |
+10,411
| New | +$57.9K |
|
|
LOGC
4883
DELISTED
ContextLogic
LOGC
| $57.9K | ﹤0.01% |
8,792
+4,731
| +116% | +$31.1K |
|
4884
Motley Fool 100 Index ETF
TMFC
$1.72B
| $57.7K | ﹤0.01% |
1,416
-638
| -31% | -$26K |
|
4885
KNOT Offshore Partners
KNOP
$313M
| $57.6K | ﹤0.01% |
11,664
-3,694
| -24% | -$18.2K |
|
4886
MiNK Therapeutics
INKT
$64.5M
| $57.6K | ﹤0.01% |
2,742
+2,739
| +91,300% | +$57.5K |
|
|
VIGL
4887
DELISTED
Vigil Neuroscience
VIGL
| $57.3K | ﹤0.01% |
6,096
+6,010
| +6,988% | +$56.5K |
|
4888
ESS Tech
GWH
$22.6M
| $57.1K | ﹤0.01% |
2,587
+1,270
| +96% | +$28K |
|
4889
Global X Cybersecurity ETF
BUG
$1.13B
| $57K | ﹤0.01% |
2,350
-1,000
| -30% | -$24.3K |
|
|
PPTA
4890
Perpetua Resources
PPTA
$1.82B
| $56.9K | ﹤0.01% |
+15,491
| New | +$56.9K |
|
|
OMGA
4891
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
| $56.8K | ﹤0.01% |
10,142
+10,019
| +8,146% | +$56.1K |
|
4892
Biglari Holdings Class B
BH
$973M
| $56.8K | ﹤0.01% |
288
+158
| +122% | +$31.1K |
|
4893
BARK
BARK
$140M
| $56.8K | ﹤0.01% |
42,683
+22,448
| +111% | +$29.9K |
|
4894
Baytex Energy
BTE
$2.01B
| $56.7K | ﹤0.01% |
17,381
+3,908
| +29% | +$12.8K |
|
|
DTF
4895
DTF Tax-Free Income 2028 Term Fund
DTF
$80M
| $56.7K | ﹤0.01% |
5,265
-11,591
| -69% | -$125K |
|
4896
Stratus Properties
STRS
$156M
| $56.6K | ﹤0.01% |
2,156
+1,112
| +107% | +$29.2K |
|
|
AKYA
4897
DELISTED
Akoya BioSciences
AKYA
| $56.5K | ﹤0.01% |
7,648
+4,175
| +120% | +$30.9K |
|
|
TIO
4898
DELISTED
Tingo Group, Inc. Common Stock
TIO
| $56.5K | ﹤0.01% |
46,675
+45,728
| +4,829% | +$55.3K |
|
4899
Tango Therapeutics
TNGX
$759M
| $56.4K | ﹤0.01% |
16,999
+8,731
| +106% | +$29K |
|
4900
Hayward Holdings
HAYW
$3.37B
| $56.3K | ﹤0.01% |
4,383
-46,154
| -91% | -$593K |
|