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
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4901
Baytex Energy
BTE
$1.83B
| $36.3K | ﹤0.01% |
14,135
-485
| -3% | -$1.24K |
|
4902
American Outdoor Brands
AOUT
$111M
| $36.2K | ﹤0.01% |
2,378
-7
| -0.3% | -$107 |
|
4903
Fractyl Health
GUTS
$72.2M
| $36.1K | ﹤0.01% |
17,542
+5,009
| +40% | +$10.3K |
|
4904
Kaspi.kz JSC
KSPI
$16.1B
| $36.1K | ﹤0.01% |
381
-57
| -13% | -$5.41K |
|
4905
Mach Natural Resources
MNR
$1.61B
| $36.1K | ﹤0.01% |
2,100
| – | – |
|
|
PROF
4906
Profound Medical
PROF
$121M
| $35.9K | ﹤0.01% |
4,784
| – | – |
|
4907
Innovator US Equity Ultra Buffer ETF March
UMAR
$198M
| $35.7K | ﹤0.01% |
1,000
| – | – |
|
4908
iShares MSCI Brazil Small-Cap ETF
EWZS
$184M
| $35.6K | ﹤0.01% |
3,852
-476
| -11% | -$4.4K |
|
4909
ProShares Hedge Replication ETF
HDG
$24.3M
| $35.5K | ﹤0.01% |
718
-150
| -17% | -$7.41K |
|
4910
Vista Gold
VGZ
$229M
| $35.4K | ﹤0.01% |
66,164
| – | – |
|
4911
Nuveen ESG International Developed Markets Equity ETF
NUDM
$598M
| $35.2K | ﹤0.01% |
1,171
-1,112
| -49% | -$33.4K |
|
4912
Origin Materials
ORGN
$84.6M
| $35.2K | ﹤0.01% |
27,500
+2,500
| +10% | +$3.2K |
|
|
SVM
4913
Silvercorp Metals
SVM
$1.15B
| $35K | ﹤0.01% |
11,658
-2,000
| -15% | -$6.01K |
|
4914
Altice USA
ATUS
$1.12B
| $34.9K | ﹤0.01% |
14,500
-2,037
| -12% | -$4.91K |
|
4915
Generation Bio
GBIO
$39.9M
| $34.8K | ﹤0.01% |
3,284
+579
| +21% | +$6.14K |
|
4916
Invesco Semiconductors ETF
PSI
$907M
| $34.8K | ﹤0.01% |
601
+600
| +60,000% | +$34.7K |
|
4917
Amprius Technologies
AMPX
$1.02B
| $34.6K | ﹤0.01% |
12,340
+2,263
| +22% | +$6.34K |
|
|
ADAP
4918
Adaptimmune Therapeutics
ADAP
$14.8M
| $34.5K | ﹤0.01% |
63,967
-2,854
| -4% | -$1.54K |
|
4919
Certara
CERT
$1.81B
| $34.2K | ﹤0.01% |
3,208
+1,047
| +48% | +$11.2K |
|
4920
iShares MSCI Austria ETF
EWO
$108M
| $34.1K | ﹤0.01% |
1,626
-1,087
| -40% | -$22.8K |
|
4921
SK Telecom
SKM
$8.36B
| $33.9K | ﹤0.01% |
1,611
+145
| +10% | +$3.05K |
|
4922
Fidelity Enhanced Mid Cap ETF
FMDE
$3.42B
| $33.9K | ﹤0.01% |
1,032
-400
| -28% | -$13.1K |
|
4923
FlexShares STOXX Global ESG Select Index Fund
ESGG
$97.6M
| $33.6K | ﹤0.01% |
200
| – | – |
|
|
HUYA
4924
Huya Inc
HUYA
$780M
| $33.5K | ﹤0.01% |
10,900
-44,799
| -80% | -$138K |
|
4925
Fidelity Stocks for Inflation ETF
FCPI
$243M
| $33.3K | ﹤0.01% |
768
+767
| +76,700% | +$33.2K |
|