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 | |
|---|---|---|---|---|---|---|
5301
BrightView Holdings
BV
$1.29B
| $8K | ﹤0.01% |
618
-14,470
| -96% | -$187K |
|
5302
Cricut
CRCT
$1.39B
| $8K | ﹤0.01% |
1,191
-932
| -44% | -$6.26K |
|
5303
CuriosityStream
CURI
$278M
| $8K | ﹤0.01% |
4,774
-62,032
| -93% | -$104K |
|
5304
Daxor
DXR
$58M
| $8K | ﹤0.01% |
+600
| New | +$8K |
|
5305
Foghorn Therapeutics
FHTX
$282M
| $8K | ﹤0.01% |
562
-3,544
| -86% | -$50.4K |
|
5306
Gaia
GAIA
$155M
| $8K | ﹤0.01% |
2,086
+8
| +0.4% | +$31 |
|
5307
Global Indemnity Group
GBLI
$428M
| $8K | ﹤0.01% |
305
+304
| +30,400% | +$7.97K |
|
5308
NL Industries
NL
$304M
| $8K | ﹤0.01% |
840
-6,868
| -89% | -$65.4K |
|
5309
enVVeno Medical
NVNO
$17.4M
| $8K | ﹤0.01% |
2,049
+4
| +0.2% | +$16 |
|
5310
Ondas Holdings
ONDS
$2.09B
| $8K | ﹤0.01% |
1,543
+755
| +96% | +$3.91K |
|
5311
Purple Innovation
PRPL
$114M
| $8K | ﹤0.01% |
2,464
-11,628
| -83% | -$37.8K |
|
|
PYN
5312
DELISTED
PIMCO New York Municipal Income Fund III
PYN
| $8K | ﹤0.01% |
1,000
-2,454
| -71% | -$19.6K |
|
5313
Semler Scientific
SMLR
$420M
| $8K | ﹤0.01% |
268
-332
| -55% | -$9.91K |
|
5314
Sportradar
SRAD
$8.86B
| $8K | ﹤0.01% |
1,000
-20,738
| -95% | -$166K |
|
5315
Stoke Therapeutics
STOK
$1.28B
| $8K | ﹤0.01% |
575
-980
| -63% | -$13.6K |
|
5316
T. Rowe Price Dividend Growth ETF
TDVG
$1.07B
| $8K | ﹤0.01% |
+254
| New | +$8K |
|
5317
Vital Farms
VITL
$2.1B
| $8K | ﹤0.01% |
893
-73,307
| -99% | -$657K |
|
5318
G. Willi-Food International
WILC
$290M
| $8K | ﹤0.01% |
+492
| New | +$8K |
|
5319
Greenlight Captial
GLRE
$429M
| $8K | ﹤0.01% |
986
-46,133
| -98% | -$374K |
|
5320
Lyell Immunopharma
LYEL
$252M
| $8K | ﹤0.01% |
60
-394
| -87% | -$52.5K |
|
5321
Neurogene
NGNE
$249M
| $8K | ﹤0.01% |
411
-162
| -28% | -$3.15K |
|
|
AHT
5322
Ashford Hospitality Trust
AHT
$37.2M
| $7K | ﹤0.01% |
109
-852
| -89% | -$54.7K |
|
5323
American Superconductor
AMSC
$2.56B
| $7K | ﹤0.01% |
1,401
-5,536
| -80% | -$27.7K |
|
5324
Applied DNA Sciences
APDN
$3.59M
| $7K | ﹤0.01% |
1
| – | – |
|
5325
Ardmore Shipping
ASC
$531M
| $7K | ﹤0.01% |
+1,000
| New | +$7K |
|