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 |
Apple
AAPL
|
+$905M |
| 2 |
Microsoft
MSFT
|
+$831M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$687M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$589M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$379M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.35% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.69% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5151
ACM Research
ACMR
$1.99B
| $11K | ﹤0.01% |
639
+411
| +180% | +$7.08K |
|
5152
BNY Mellon International Equity ETF
BKIE
$989M
| $11K | ﹤0.01% |
175
| – | – |
|
5153
Santander
BSBR
$40.6B
| $11K | ﹤0.01% |
2,081
+1,955
| +1,552% | +$10.3K |
|
5154
FT Vest Fund of Buffer ETFs
BUFR
$7.48B
| $11K | ﹤0.01% |
511
| – | – |
|
5155
Colony Bankcorp
CBAN
$299M
| $11K | ﹤0.01% |
703
+610
| +656% | +$9.55K |
|
5156
CompoSecure
CMPO
$1.99B
| $11K | ﹤0.01% |
2,521
+527
| +26% | +$2.3K |
|
5157
Delcath Systems
DCTH
$385M
| $11K | ﹤0.01% |
2,752
+7
| +0.3% | +$28 |
|
5158
Daily Journal
DJCO
$599M
| $11K | ﹤0.01% |
43
-204
| -83% | -$52.2K |
|
5159
New Oriental
EDU
$8.64B
| $11K | ﹤0.01% |
528
-88,499
| -99% | -$1.84M |
|
5160
Eton Pharmaceutcials
ETON
$471M
| $11K | ﹤0.01% |
4,138
-3,486
| -46% | -$9.27K |
|
5161
5E Advanced Materials
FEAM
$89.1M
| $11K | ﹤0.01% |
+38
| New | +$11K |
|
5162
Franklin Investment Grade Corporate ETF
FLCO
$612M
| $11K | ﹤0.01% |
518
-1
| -0.2% | -$21 |
|
5163
Galectin Therapeutics
GALT
$283M
| $11K | ﹤0.01% |
8,528
+24
| +0.3% | +$31 |
|
|
GAN
5164
DELISTED
GAN Ltd
GAN
| $11K | ﹤0.01% |
3,619
-8,126
| -69% | -$24.7K |
|
5165
GSI Technology
GSIT
$98.6M
| $11K | ﹤0.01% |
3,210
+9
| +0.3% | +$31 |
|
5166
Humacyte
HUMA
$249M
| $11K | ﹤0.01% |
3,727
+777
| +26% | +$2.29K |
|
5167
IAMGOLD
IAG
$6.33B
| $11K | ﹤0.01% |
7,176
-2,265
| -24% | -$3.47K |
|
5168
InterGroup Corp
INTG
$42.5M
| $11K | ﹤0.01% |
270
+1
| +0.4% | +$41 |
|
5169
Invesco KBW Regional Banking ETF
KBWR
$51.9M
| $11K | ﹤0.01% |
214
| – | – |
|
|
KELYB
5170
Kelly Services Class B
KELYB
| $11K | ﹤0.01% |
585
| – | – |
|
5171
LifeMD
LFMD
$285M
| $11K | ﹤0.01% |
5,492
+5,012
| +1,044% | +$10K |
|
|
NREF
5172
NexPoint Real Estate Finance
NREF
$247M
| $11K | ﹤0.01% |
555
+26
| +5% | +$515 |
|
5173
PhenixFIN
PFX
$96.4M
| $11K | ﹤0.01% |
309
+26
| +9% | +$926 |
|
5174
Innovator US Equity Power Buffer ETF June
PJUN
$766M
| $11K | ﹤0.01% |
365
| – | – |
|
5175
Avita Medical
RCEL
$169M
| $11K | ﹤0.01% |
2,167
-5,614
| -72% | -$28.5K |
|