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
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$257M |
| 3 |
ARK Innovation ETF
ARKK
|
+$252M |
| 4 |
Alerian MLP ETF
AMLP
|
+$194M |
| 5 |
VF Corp
VFC
|
+$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
4951
United-Guardian
UG
$36.5M
| $10.6K | ﹤0.01% |
1,020
| – | – |
|
4952
Evolution Petroleum
EPM
$182M
| $10.6K | ﹤0.01% |
1,410
+1,204
| +584% | +$9.09K |
|
|
CORR
4953
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
| $10.6K | ﹤0.01% |
5,061
-2,945
| -37% | -$6.16K |
|
|
TPC
4954
Tutor Perini Cor
TPC
$3.45B
| $10.6K | ﹤0.01% |
1,400
-1,014
| -42% | -$7.66K |
|
4955
Organogenesis Holdings
ORGO
$581M
| $10.6K | ﹤0.01% |
3,925
-2,196
| -36% | -$5.91K |
|
4956
VistaGen Therapeutics
VTGN
$91.4M
| $10.6K | ﹤0.01% |
3,417
+844
| +33% | +$2.61K |
|
4957
ProShares MSCI Transformational Changes ETF
ANEW
$7.81M
| $10.5K | ﹤0.01% |
336
-82
| -20% | -$2.57K |
|
4958
enVVeno Medical
NVNO
$18M
| $10.5K | ﹤0.01% |
2,059
+2
| +0.1% | +$10 |
|
|
CHN
4959
China Fund
CHN
$175M
| $10.5K | ﹤0.01% |
809
-4,431
| -85% | -$57.2K |
|
4960
BridgeBio Pharma
BBIO
$10B
| $10.4K | ﹤0.01% |
1,371
-4,961
| -78% | -$37.8K |
|
|
WMC
4961
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $10.4K | ﹤0.01% |
1,141
+1,100
| +2,683% | +$10K |
|
4962
Zumiez
ZUMZ
$349M
| $10.4K | ﹤0.01% |
477
-20,029
| -98% | -$435K |
|
4963
Navios Maritime Partners
NMM
$1.4B
| $10.3K | ﹤0.01% |
397
-135
| -25% | -$3.51K |
|
|
IRD
4964
Opus Genetics
IRD
$91.1M
| $10.3K | ﹤0.01% |
2,912
+4
| +0.1% | +$14 |
|
4965
Aquestive Therapeutics
AQST
$686M
| $10.3K | ﹤0.01% |
11,377
-9,989
| -47% | -$9.01K |
|
4966
Sabesp
SBS
$16.8B
| $10.3K | ﹤0.01% |
962
| – | – |
|
|
DRRX
4967
DELISTED
DURECT Corp
DRRX
| $10.2K | ﹤0.01% |
2,935
-346
| -11% | -$1.2K |
|
|
QED
4968
DELISTED
IQ Hedge Event-Driven Tracker ETF
QED
| $10.1K | ﹤0.01% |
501
| – | – |
|
4969
Motorcar Parts of America
MPAA
$320M
| $10.1K | ﹤0.01% |
853
-566
| -40% | -$6.71K |
|
|
KELYB
4970
Kelly Services Class B
KELYB
| $10.1K | ﹤0.01% |
585
| – | – |
|
4971
TIM SA
TIMB
$10.5B
| $10K | ﹤0.01% |
862
-76
| -8% | -$885 |
|
4972
iShares Asia/Pacific Dividend ETF
DVYA
$46.1M
| $10K | ﹤0.01% |
298
-2
| -0.7% | -$67 |
|
4973
Urban One Class A
UONE
$67.6M
| $10K | ﹤0.01% |
2,200
-21
| -0.9% | -$96 |
|
4974
Dermata Therapeutics
DRMA
$3.7M
| $10K | ﹤0.01% |
10
| – | – |
|
4975
Archer Aviation
ACHR
$6.36B
| $9.99K | ﹤0.01% |
5,343
-4,758
| -47% | -$8.9K |
|