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 |
iShares Core MSCI EAFE ETF
IEFA
|
+$703M |
| 2 |
Amazon
AMZN
|
+$419M |
| 3 |
S&P Global
SPGI
|
+$358M |
| 4 |
UnitedHealth
UNH
|
+$251M |
| 5 |
ARK Innovation ETF
ARKK
|
+$227M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.57B |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$1.01B |
| 3 |
Apple
AAPL
|
+$588M |
| 4 |
US Bancorp
USB
|
+$522M |
| 5 |
Microsoft
MSFT
|
+$423M |
Sector Composition
| 1 | Technology | 15.08% |
| 2 | Healthcare | 8.62% |
| 3 | Financials | 7.65% |
| 4 | Industrials | 6.64% |
| 5 | Consumer Discretionary | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
AlTi Global
ALTI
$394M
| $29.6K | ﹤0.01% |
4,253
-4,540
| -52% | -$31.6K |
|
4877
iShares MSCI Norway ETF
ENOR
$41.5M
| $29.6K | ﹤0.01% |
1,266
| – | – |
|
4878
Carisma Therapeutics
CARM
$10.5M
| $29.6K | ﹤0.01% |
6,987
-3,611
| -34% | -$15.3K |
|
|
STRR
4879
DELISTED
Star Equity Holdings
STRR
| $29.5K | ﹤0.01% |
6,027
-2
| -0% | -$10 |
|
4880
Cartesian Therapeutics
RNAC
$245M
| $29.5K | ﹤0.01% |
927
-603
| -39% | -$19.2K |
|
4881
Vista Gold
VGZ
$282M
| $29.3K | ﹤0.01% |
72,176
-251
| -0.3% | -$102 |
|
4882
Mersana Therapeutics
MRSN
$36.2M
| $29.2K | ﹤0.01% |
921
-3,195
| -78% | -$101K |
|
|
LX
4883
LexinFintech Holdings
LX
$971M
| $29.2K | ﹤0.01% |
13,206
-648
| -5% | -$1.43K |
|
|
VALN
4884
Valneva
VALN
$874M
| $29.2K | ﹤0.01% |
2,520
| – | – |
|
|
LL
4885
DELISTED
LL Flooring Holdings, Inc.
LL
| $29.1K | ﹤0.01% |
9,171
+475
| +5% | +$1.51K |
|
4886
Full House Resorts
FLL
$125M
| $28.9K | ﹤0.01% |
6,779
-6,769
| -50% | -$28.9K |
|
4887
CoreCard
CCRD
$210M
| $28.9K | ﹤0.01% |
1,443
-1,570
| -52% | -$31.4K |
|
|
CGO
4888
Calamos Global Total Return Fund
CGO
$121M
| $28.8K | ﹤0.01% |
3,296
+1
| +0% | +$9 |
|
4889
Tenaya Therapeutics
TNYA
$230M
| $28.8K | ﹤0.01% |
11,298
-6,066
| -35% | -$15.5K |
|
4890
Angi Inc
ANGI
$802M
| $28.8K | ﹤0.01% |
1,455
-5,341
| -79% | -$106K |
|
4891
Braskem
BAK
$1.26B
| $28.7K | ﹤0.01% |
3,501
-3,300
| -49% | -$27.1K |
|
4892
Cipher Mining
CIFR
$4.83B
| $28.6K | ﹤0.01% |
12,266
-5,734
| -32% | -$13.4K |
|
4893
Kaltura
KLTR
$258M
| $28.5K | ﹤0.01% |
16,500
-18,057
| -52% | -$31.2K |
|
4894
Rimini Street
RMNI
$425M
| $28.4K | ﹤0.01% |
12,904
-11,489
| -47% | -$25.3K |
|
4895
VanEck CEF Muni Income ETF
XMPT
$178M
| $28.4K | ﹤0.01% |
1,501
-547
| -27% | -$10.3K |
|
|
TRVG
4896
trivago
TRVG
$237M
| $28.4K | ﹤0.01% |
5,400
| – | – |
|
4897
CNA Financial
CNA
$12.3B
| $28.2K | ﹤0.01% |
718
-217
| -23% | -$8.54K |
|
4898
ProShares Short S&P500
SH
$1.21B
| $28.2K | ﹤0.01% |
+487
| New | +$28.2K |
|
4899
Xoma
XOMA
$444M
| $28.2K | ﹤0.01% |
2,000
-979
| -33% | -$13.8K |
|
|
RPT
4900
Rithm Property Trust
RPT
$121M
| $28.2K | ﹤0.01% |
4,372
+3
| +0.1% | +$19 |
|