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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
iShares Genomics Immunology and Healthcare ETF
IDNA
$114M
| $34.6K | ﹤0.01% |
1,496
-455
| -23% | -$10.5K |
|
4877
Verastem
VSTM
$581M
| $34.5K | ﹤0.01% |
11,579
+4,575
| +65% | +$13.6K |
|
4878
Clover Health Investments
CLOV
$1.57B
| $34.5K | ﹤0.01% |
28,024
-2,677
| -9% | -$3.29K |
|
4879
Grocery Outlet
GO
$1.65B
| $34.3K | ﹤0.01% |
1,549
-1,529
| -50% | -$33.8K |
|
4880
iShares Global ex USD High Yield Corporate Bond ETF
HYXU
$67.2M
| $34.2K | ﹤0.01% |
701
+143
| +26% | +$6.97K |
|
4881
Altice USA
ATUS
$1.18B
| $33.9K | ﹤0.01% |
16,639
-425,067
| -96% | -$867K |
|
|
HQL
4882
abrdn Life Sciences Investors
HQL
$403M
| $33.9K | ﹤0.01% |
2,395
+1,381
| +136% | +$19.6K |
|
4883
Kingsway Financial Services
KFS
$415M
| $33.9K | ﹤0.01% |
4,113
+631
| +18% | +$5.2K |
|
|
DHF
4884
BNY Mellon High Yield Strategies Fund
DHF
$191M
| $33.7K | ﹤0.01% |
13,997
+1,479
| +12% | +$3.57K |
|
4885
American Century Diversified Municipal Bond ETF
TAXF
$515M
| $33.5K | ﹤0.01% |
664
+663
| +66,300% | +$33.4K |
|
4886
First National Corp
FXNC
$211M
| $33K | ﹤0.01% |
2,172
-41
| -2% | -$623 |
|
4887
Greenwich LifeSciences
GLSI
$152M
| $33K | ﹤0.01% |
1,911
+1,870
| +4,561% | +$32.3K |
|
4888
Lantern Pharma
LTRN
$42.2M
| $33K | ﹤0.01% |
7,058
-558
| -7% | -$2.61K |
|
4889
Stereotaxis
STXS
$251M
| $32.8K | ﹤0.01% |
18,047
+17,553
| +3,553% | +$31.9K |
|
4890
Strawberry Fields REIT
STRW
$159M
| $32.7K | ﹤0.01% |
2,867
+1,848
| +181% | +$21.1K |
|
4891
Galectin Therapeutics
GALT
$294M
| $32.5K | ﹤0.01% |
14,368
+7,114
| +98% | +$16.1K |
|
4892
FT Energy Income Partners Strategy ETF
EIPX
$387M
| $32.5K | ﹤0.01% |
+1,390
| New | +$32.5K |
|
|
NKLA
4893
DELISTED
Nikola Corporation Common Stock
NKLA
| $32.3K | ﹤0.01% |
3,949
-7,327
| -65% | -$60K |
|
|
NRT
4894
North European Oil Royalty Trust
NRT
$47.9M
| $32.1K | ﹤0.01% |
5,000
| – | – |
|
4895
Roivant Sciences
ROIV
$10.4B
| $32K | ﹤0.01% |
3,027
-13,625
| -82% | -$144K |
|
|
OBE
4896
Obsidian Energy
OBE
$427M
| $31.9K | ﹤0.01% |
4,270
-450
| -10% | -$3.37K |
|
4897
JPMorgan Active Growth ETF
JGRO
$7.41B
| $31.9K | ﹤0.01% |
+425
| New | +$31.9K |
|
|
BLRX
4898
BioLineRX
BLRX
$16M
| $31.9K | ﹤0.01% |
1,401
+600
| +75% | +$13.7K |
|
|
MRX
4899
Marex Group
MRX
$2.44B
| $31.9K | ﹤0.01% |
+1,593
| New | +$31.9K |
|
4900
Stantec
STN
$12.5B
| $31.8K | ﹤0.01% |
380
| – | – |
|