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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.61B |
| 2 |
Apple
AAPL
|
$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
$1.98B |
| 5 |
Exxon Mobil
XOM
|
$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.82% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
GWR
501
DELISTED
Genesee & Wyoming Inc.
GWR
| $71.4M | 0.04% |
+841,686
| New | +$71.4M |
|
502
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.8B
| $71.2M | 0.04% |
+479,340
| New | +$71.2M |
|
503
RH
RH
$4.7B
| $71.1M | 0.04% |
+948,023
| New | +$71.1M |
|
504
Oceaneering
OII
$2.41B
| $70.9M | 0.04% |
+981,515
| New | +$70.9M |
|
505
Agilent Technologies
A
$36.5B
| $70.7M | 0.04% |
+2,311,153
| New | +$70.7M |
|
506
Bank of New York Mellon
BK
$73.1B
| $70.7M | 0.04% |
+2,520,138
| New | +$70.7M |
|
507
iShares MSCI Switzerland ETF
EWL
$1.34B
| $70.5M | 0.04% |
+2,460,415
| New | +$70.5M |
|
508
Steel Dynamics
STLD
$19.8B
| $70.4M | 0.04% |
+4,719,528
| New | +$70.4M |
|
509
Prudential Financial
PRU
$37.2B
| $70.3M | 0.04% |
+962,587
| New | +$70.3M |
|
510
British American Tobacco
BTI
$122B
| $69.8M | 0.04% |
+1,356,992
| New | +$69.8M |
|
|
TYC
511
DELISTED
TYCO INTL PLC COM SHS (IRL)
TYC
| $69.8M | 0.04% |
+2,023,462
| New | +$69.8M |
|
512
Invesco
IVZ
$9.81B
| $69.7M | 0.04% |
+2,192,020
| New | +$69.7M |
|
513
iShares MSCI Mexico ETF
EWW
$1.84B
| $69.7M | 0.04% |
+1,067,513
| New | +$69.7M |
|
514
SPDR S&P Bank ETF
KBE
$1.62B
| $69.5M | 0.04% |
+2,419,361
| New | +$69.5M |
|
515
SPDR Euro Stoxx 50 ETF
FEZ
$4.52B
| $68.9M | 0.04% |
+2,079,900
| New | +$68.9M |
|
516
Vanguard Total International Stock ETF
VXUS
$102B
| $68.8M | 0.04% |
+1,505,594
| New | +$68.8M |
|
517
Enovis
ENOV
$1.84B
| $68.6M | 0.04% |
+764,484
| New | +$68.6M |
|
|
XLFS
518
DELISTED
POWERSHARES S&P SMALLCAP FINANCIALS PORTFOLIO
XLFS
| $68.2M | 0.04% |
+1,921,606
| New | +$68.2M |
|
519
AngloGold Ashanti
AU
$30.2B
| $68.2M | 0.04% |
+4,768,241
| New | +$68.2M |
|
520
Acco Brands
ACCO
$364M
| $68.1M | 0.04% |
+10,714,977
| New | +$68.1M |
|
|
BNNY
521
DELISTED
ANNIES INC COMMON STOCK (DE)
BNNY
| $67.8M | 0.04% |
+1,587,122
| New | +$67.8M |
|
522
Jack Henry & Associates
JKHY
$11.8B
| $67.6M | 0.04% |
+1,435,133
| New | +$67.6M |
|
523
BWX Technologies
BWXT
$15B
| $67.6M | 0.04% |
+3,148,070
| New | +$67.6M |
|
524
Plains All American Pipeline
PAA
$12.1B
| $67.6M | 0.04% |
+1,211,414
| New | +$67.6M |
|
525
Nabors Industries
NBR
$560M
| $67.3M | 0.03% |
+87,850
| New | +$67.3M |
|