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 |
iShares Russell Mid-Cap ETF
IWR
|
$1.05B |
| 2 |
Linde
LIN
|
$621M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$509M |
| 4 |
Apple
AAPL
|
$317M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$267M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$742M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$701M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$541M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$517M |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$409M |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Healthcare | 9.79% |
| 3 | Financials | 9.23% |
| 4 | Industrials | 8.28% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.66B | 0.55% | 23,954,783 -1,102,365 | -4% | -$76.4M |
|
27
Exxon Mobil
XOM
$487B
| $1.64B | 0.54% | 24,033,768 -1,290,315 | -5% | -$88M |
|
28
AT&T
T
$209B
| $1.6B | 0.53% | 56,130,717 -4,759,813 | -8% | -$136M |
|
29
McDonald's
MCD
$224B
| $1.59B | 0.53% | 8,931,938 +779,018 | +10% | +$138M |
|
30
Abbott
ABT
$231B
| $1.52B | 0.51% | 21,019,421 +98,808 | +0.5% | +$7.15M |
|
31
PepsiCo
PEP
$204B
| $1.49B | 0.5% | 13,490,808 +544,050 | +4% | +$60.1M |
|
32
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $1.49B | 0.49% | 14,296,124 +721,314 | +5% | +$75M |
|
33
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.48B | 0.49% | 7,239,646 +267,328 | +4% | +$54.6M |
|
34
Chevron
CVX
$324B
| $1.46B | 0.48% | 13,377,947 -1,074,598 | -7% | -$117M |
|
35
NextEra Energy, Inc.
NEE
$148B
| $1.43B | 0.48% | 8,248,910 -174,764 | -2% | -$30.4M |
|
36
Intel
INTC
$107B
| $1.41B | 0.47% | 29,973,465 -168,533 | -0.6% | -$7.91M |
|
37
Boeing
BA
$177B
| $1.38B | 0.46% | 4,271,064 +99,215 | +2% | +$32M |
|
|
38
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $1.37B | 0.45% | 29,468,343 +22,657,121 | +333% | +$1.05B |
|
39
3M
MMM
$82.8B
| $1.28B | 0.42% | 6,699,842 -116,752 | -2% | -$22.2M |
|
40
Automatic Data Processing
ADP
$123B
| $1.25B | 0.42% | 9,551,766 -258,229 | -3% | -$33.9M |
|
41
Walt Disney
DIS
$213B
| $1.24B | 0.41% | 11,317,979 +123,568 | +1% | +$13.5M |
|
42
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.07B
| $1.24B | 0.41% | 6,479,391 +409,011 | +7% | +$78.2M |
|
43
AbbVie
ABBV
$372B
| $1.23B | 0.41% | 13,328,880 +1,272,084 | +11% | +$117M |
|
44
Medtronic
MDT
$119B
| $1.22B | 0.41% | 13,423,334 +724,279 | +6% | +$65.9M |
|
45
Amgen
AMGN
$155B
| $1.19B | 0.4% | 6,123,914 +107,129 | +2% | +$20.9M |
|
46
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.18B | 0.39% | 21,442,799 -841,446 | -4% | -$46.3M |
|
47
Meta Platforms (Facebook)
META
$1.86T
| $1.16B | 0.39% | 8,877,795 -1,098,068 | -11% | -$144M |
|
48
Walmart
WMT
$774B
| $1.12B | 0.37% | 12,066,050 -761,052 | -6% | -$70.9M |
|
49
Vanguard Total Bond Market
BND
$134B
| $1.12B | 0.37% | 14,092,055 -567,062 | -4% | -$44.9M |
|
|
50
iShares MSCI Emerging Markets ETF
EEM
$19B
| $1.1B | 0.37% | 28,252,332 +6,842,186 | +32% | +$267M |
|