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 |
Financial Select Sector SPDR Fund
XLF
|
+$922M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$724M |
| 3 |
Vanguard Mid-Cap ETF
VO
|
+$599M |
| 4 |
Microsoft
MSFT
|
+$561M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$366M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$411M |
| 2 |
Tesla
TSLA
|
+$360M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$231M |
| 4 |
iShares MBS ETF
MBB
|
+$204M |
| 5 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$173M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 8.82% |
| 3 | Financials | 7.87% |
| 4 | Industrials | 6.94% |
| 5 | Consumer Discretionary | 6.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
TIM SA
TIMB
$10.5B
| $69K | ﹤0.01% |
4,728
+4,136
| +699% | +$60.4K |
|
4952
Universal Logistics Holdings
ULH
$646M
| $69K | ﹤0.01% |
3,430
-2,607
| -43% | -$52.4K |
|
4953
Velocity Financial
VEL
$710M
| $69K | ﹤0.01% |
6,253
-13,136
| -68% | -$145K |
|
4954
Vera Therapeutics
VERA
$1.63B
| $69K | ﹤0.01% |
2,955
-2,742
| -48% | -$64K |
|
4955
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$648M
| $68K | ﹤0.01% |
1,691
+521
| +45% | +$21K |
|
4956
FlexShopper
FPAY
$18.5M
| $68K | ﹤0.01% |
40,092
| – | – |
|
4957
InnovAge Holding
INNV
$628M
| $68K | ﹤0.01% |
10,656
-6,010
| -36% | -$38.4K |
|
4958
Jakks Pacific
JAKK
$201M
| $68K | ﹤0.01% |
4,841
| – | – |
|
4959
Janux Therapeutics
JANX
$1.41B
| $68K | ﹤0.01% |
4,742
-3,481
| -42% | -$49.9K |
|
4960
iShares JPX-Nikkei 400 ETF
JPXN
$103M
| $68K | ﹤0.01% |
1,043
| – | – |
|
|
KF
4961
Korea Fund
KF
$126M
| $68K | ﹤0.01% |
2,266
-499
| -18% | -$15K |
|
4962
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$377M
| $68K | ﹤0.01% |
+2,380
| New | +$68K |
|
4963
Solid Power
SLDP
$756M
| $68K | ﹤0.01% |
7,783
+1,305
| +20% | +$11.4K |
|
4964
AngloGold Ashanti
AU
$34.2B
| $67K | ﹤0.01% |
2,840
-4,057
| -59% | -$95.7K |
|
4965
ClearPoint Neuro
CLPT
$318M
| $67K | ﹤0.01% |
6,434
-6,640
| -51% | -$69.1K |
|
4966
Global X US Preferred ETF
PFFD
$2.39B
| $67K | ﹤0.01% |
2,844
-1,335
| -32% | -$31.5K |
|
4967
RGC Resources
RGCO
$234M
| $67K | ﹤0.01% |
3,096
+549
| +22% | +$11.9K |
|
4968
Bakkt Holdings
BKKT
$166M
| $66K | ﹤0.01% |
428
-1,118
| -72% | -$172K |
|
|
BZUN
4969
Baozun
BZUN
$241M
| $66K | ﹤0.01% |
7,650
-2,201
| -22% | -$19K |
|
4970
Future Fuel
FF
$169M
| $66K | ﹤0.01% |
6,847
-9,007
| -57% | -$86.8K |
|
4971
Disc Medicine
IRON
$2.11B
| $66K | ﹤0.01% |
1,590
+912
| +135% | +$37.9K |
|
4972
Avita Medical
RCEL
$148M
| $66K | ﹤0.01% |
7,781
-7,888
| -50% | -$66.9K |
|
4973
Dr. Reddy's Laboratories
RDY
$12.4B
| $66K | ﹤0.01% |
5,880
+755
| +15% | +$8.47K |
|
4974
Sana Biotechnology
SANA
$795M
| $66K | ﹤0.01% |
7,996
-29,621
| -79% | -$244K |
|
|
SNPO
4975
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $66K | ﹤0.01% |
4,469
-3,814
| -46% | -$56.3K |
|