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 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.47B |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.36B |
| 3 |
Invesco QQQ Trust
QQQ
|
+$705M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$500M |
| 5 |
Nike
NKE
|
+$208M |
Top Sells
| 1 |
Vanguard Mid-Cap ETF
VO
|
+$1.3B |
| 2 |
Clorox
CLX
|
+$321M |
| 3 |
Walmart
WMT
|
+$237M |
| 4 |
Microsoft
MSFT
|
+$164M |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
+$159M |
Sector Composition
| 1 | Technology | 15.42% |
| 2 | Healthcare | 8.54% |
| 3 | Financials | 7.21% |
| 4 | Industrials | 6.83% |
| 5 | Consumer Discretionary | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
DRD
5251
DRDGold
DRD
$1.93B
| $18.5K | ﹤0.01% |
1,741
+625
| +56% | +$6.64K |
|
5252
AdvisorShares STAR Global Buy-Write ETF
VEGA
$70.9M
| $18.5K | ﹤0.01% |
+492
| New | +$18.5K |
|
5253
Banco Santander Chile
BSAC
$12.1B
| $18.5K | ﹤0.01% |
978
-613
| -39% | -$11.6K |
|
5254
First Trust Managed Futures Strategy Fund
FMF
$178M
| $18.4K | ﹤0.01% |
385
| – | – |
|
5255
Cornerstone Strategic Value Fund
CLM
$2.36B
| $18.3K | ﹤0.01% |
2,222
-3,044
| -58% | -$25.1K |
|
5256
T. Rowe Price Growth Stock ETF
TGRW
$880M
| $18.3K | ﹤0.01% |
663
| – | – |
|
5257
Radware
RDWR
$1.1B
| $18.1K | ﹤0.01% |
934
-8
| -0.8% | -$155 |
|
5258
Minerva Neurosciences
NERV
$15.2M
| $18.1K | ﹤0.01% |
1,976
+1
| +0.1% | +$9 |
|
5259
SCYNEXIS
SCYX
$47M
| $18.1K | ﹤0.01% |
6,122
-806
| -12% | -$2.38K |
|
5260
First Savings Financial Group
FSFG
$189M
| $18K | ﹤0.01% |
1,361
-299
| -18% | -$3.96K |
|
|
SAL
5261
DELISTED
Salisbury Bancorp, Inc.
SAL
| $18K | ﹤0.01% |
759
+2
| +0.3% | +$47 |
|
5262
Synchronoss Technologies
SNCR
$66.9M
| $17.9K | ﹤0.01% |
2,142
+565
| +36% | +$4.73K |
|
5263
TORM
TRMD
$2.21B
| $17.9K | ﹤0.01% |
740
+690
| +1,380% | +$16.7K |
|
5264
ProQR Therapeutics
PRQR
$231M
| $17.8K | ﹤0.01% |
10,996
| – | – |
|
5265
Telos
TLS
$490M
| $17.8K | ﹤0.01% |
6,939
-8,686
| -56% | -$22.2K |
|
|
BCIC
5266
BCP Investment Corporation Common Stock
BCIC
$159M
| $17.6K | ﹤0.01% |
880
| – | – |
|
5267
Ceragon Networks
CRNT
$179M
| $17.5K | ﹤0.01% |
8,350
+250
| +3% | +$525 |
|
5268
Bassett Furniture
BSET
$142M
| $17.4K | ﹤0.01% |
1,159
+1,002
| +638% | +$15.1K |
|
5269
FAT Brands
FAT
$34M
| $17.4K | ﹤0.01% |
4,539
+2
| +0% | +$8 |
|
5270
Amprius Technologies
AMPX
$1.02B
| $17.3K | ﹤0.01% |
2,411
+2,323
| +2,640% | +$16.7K |
|
5271
UNIFI
UFI
$82.8M
| $17.3K | ﹤0.01% |
2,145
-2,444
| -53% | -$19.7K |
|
|
DMTK
5272
DELISTED
DermTech, Inc. Common Stock
DMTK
| $17.2K | ﹤0.01% |
6,620
-87
| -1% | -$226 |
|
|
GATO
5273
DELISTED
Gatos Silver, Inc.
GATO
| $17.2K | ﹤0.01% |
4,539
+14
| +0.3% | +$53 |
|
5274
Quantum Corp
QMCO
$98M
| $17K | ﹤0.01% |
789
+502
| +175% | +$10.8K |
|
5275
Amplify Travel Tech ETF
AWAY
$42.5M
| $17K | ﹤0.01% |
1,000
+877
| +713% | +$14.9K |
|