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
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 9.32% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 9.03% |
| 5 | Consumer Discretionary | 7.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Pfizer
PFE
$141B
| $1.76B | 0.5% | 39,881,016 -1,572,672 | -4% | -$69.3M |
|
27
Procter & Gamble
PG
$368B
| $1.67B | 0.47% | 20,104,468 -1,022,226 | -5% | -$85.1M |
|
28
Merck
MRK
$210B
| $1.67B | 0.47% | 23,498,485 -1,528,499 | -6% | -$108M |
|
29
Meta Platforms (Facebook)
META
$1.86T
| $1.64B | 0.46% | 9,975,863 -735,357 | -7% | -$121M |
|
30
Verizon
VZ
$186B
| $1.56B | 0.44% | 29,138,920 +410,495 | +1% | +$21.9M |
|
31
Boeing
BA
$177B
| $1.55B | 0.44% | 4,171,849 -42,761 | -1% | -$15.9M |
|
32
Abbott
ABT
$231B
| $1.53B | 0.43% | 20,920,613 +598,472 | +3% | +$43.9M |
|
33
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $1.5B | 0.42% | 6,811,222 +31,320 | +0.5% | +$6.91M |
|
34
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.49B | 0.42% | 6,972,318 +169,336 | +2% | +$36.3M |
|
35
Automatic Data Processing
ADP
$123B
| $1.48B | 0.42% | 9,809,995 +586,970 | +6% | +$88.4M |
|
36
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.46B | 0.41% | 13,574,810 +360,124 | +3% | +$38.8M |
|
37
PepsiCo
PEP
$204B
| $1.45B | 0.41% | 12,946,758 -462,267 | -3% | -$51.7M |
|
38
3M
MMM
$82.8B
| $1.44B | 0.41% | 6,816,594 -78,498 | -1% | -$16.5M |
|
39
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.43B | 0.4% | 22,284,245 +1,409,365 | +7% | +$90.3M |
|
40
Intel
INTC
$107B
| $1.43B | 0.4% | 30,141,998 -1,632,763 | -5% | -$77.2M |
|
41
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
| $1.41B | 0.4% | 6,070,380 -107,199 | -2% | -$25M |
|
42
NextEra Energy, Inc.
NEE
$148B
| $1.41B | 0.4% | 8,423,674 -92,517 | -1% | -$15.5M |
|
43
McDonald's
MCD
$224B
| $1.36B | 0.39% | 8,152,920 -189,990 | -2% | -$31.8M |
|
44
Walt Disney
DIS
$213B
| $1.31B | 0.37% | 11,194,411 -48,116 | -0.4% | -$5.63M |
|
45
SPDR Dow Jones International Real Estate ETF
RWX
$305M
| $1.3B | 0.37% | 33,856,636 -2,712,216 | -7% | -$104M |
|
46
RTX Corp
RTX
$212B
| $1.28B | 0.36% | 9,124,221 -22,321 | -0.2% | -$3.12M |
|
47
Lowe's Companies
LOW
$145B
| $1.25B | 0.35% | 10,906,322 +318,858 | +3% | +$36.6M |
|
48
Medtronic
MDT
$119B
| $1.25B | 0.35% | 12,699,055 -784,357 | -6% | -$77.2M |
|
49
Amgen
AMGN
$155B
| $1.25B | 0.35% | 6,016,785 -14,636 | -0.2% | -$3.03M |
|
50
Invesco QQQ Trust
QQQ
$364B
| $1.23B | 0.35% | 6,636,969 -113,147 | -2% | -$21M |
|