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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4876
Korro Bio
KRRO
$289M
| $54.1K | ﹤0.01% |
4,333
+540
| +14% | +$6.75K |
|
4877
Knightscope
KSCP
$59.3M
| $53.4K | ﹤0.01% |
10,800
| – | – |
|
4878
Protalix BioTherapeutics
PLX
$144M
| $53.3K | ﹤0.01% |
+36,034
| New | +$53.3K |
|
|
ARMN
4879
Aris Mining
ARMN
$1.98B
| $53.1K | ﹤0.01% |
+7,908
| New | +$53.1K |
|
4880
Quantum Corp
QMCO
$98M
| $53K | ﹤0.01% |
5,315
+4,740
| +824% | +$47.3K |
|
|
SLSN
4881
Solesence, Inc. Common Stock
SLSN
$238M
| $52.8K | ﹤0.01% |
+12,120
| New | +$52.8K |
|
4882
Smith-Midland
SMID
$211M
| $52.7K | ﹤0.01% |
1,569
-614
| -28% | -$20.6K |
|
|
AFCG
4883
AFC Gamma
AFCG
$105M
| $52.6K | ﹤0.01% |
11,744
+955
| +9% | +$4.28K |
|
4884
BARK
BARK
$150M
| $52.1K | ﹤0.01% |
59,265
-18,673
| -24% | -$16.4K |
|
4885
Pro-Dex
PDEX
$108M
| $52.1K | ﹤0.01% |
+1,194
| New | +$52.1K |
|
4886
Pulmonx
LUNG
$69.3M
| $51.9K | ﹤0.01% |
20,020
+888
| +5% | +$2.3K |
|
4887
Gyre Therapeutics
GYRE
$711M
| $51.6K | ﹤0.01% |
7,015
+2,907
| +71% | +$21.4K |
|
4888
BRC Inc
BRCC
$183M
| $51.1K | ﹤0.01% |
39,035
+6,989
| +22% | +$9.16K |
|
|
FLYY
4889
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
| $51K | ﹤0.01% |
+10,216
| New | +$51K |
|
4890
Strawberry Fields REIT
STRW
$154M
| $50.7K | ﹤0.01% |
4,813
-643
| -12% | -$6.78K |
|
|
GRP.U
4891
Granite Real Estate Investment Trust
GRP.U
$3.45B
| $50.7K | ﹤0.01% |
1,000
-691
| -41% | -$35K |
|
4892
Coty
COTY
$3.57B
| $50.7K | ﹤0.01% |
10,896
-2,177
| -17% | -$10.1K |
|
4893
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$78M
| $50.6K | ﹤0.01% |
+2,369
| New | +$50.6K |
|
4894
Cognyte Software
CGNT
$622M
| $50.3K | ﹤0.01% |
5,445
| – | – |
|
4895
SPDR MSCI USA StrategicFactors ETF
QUS
$1.57B
| $50.2K | ﹤0.01% |
+308
| New | +$50.2K |
|
|
CALI
4896
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$152M
| $50.2K | ﹤0.01% |
+995
| New | +$50.2K |
|
4897
Nerdy
NRDY
$158M
| $49.9K | ﹤0.01% |
30,583
-7,246
| -19% | -$11.8K |
|
|
PAMT
4898
PAMT CORP Common Stock
PAMT
$258M
| $49.7K | ﹤0.01% |
3,864
+364
| +10% | +$4.69K |
|
4899
Nuvectis Pharma
NVCT
$157M
| $49.7K | ﹤0.01% |
+6,653
| New | +$49.7K |
|
4900
PrimeEnergy Resources
PNRG
$281M
| $49.6K | ﹤0.01% |
339
-86
| -20% | -$12.6K |
|