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
|
+$526M |
| 2 |
Microsoft
MSFT
|
+$356M |
| 3 |
Apple
AAPL
|
+$303M |
| 4 |
Amazon
AMZN
|
+$302M |
| 5 |
Broadcom
AVGO
|
+$244M |
Top Sells
| 1 |
Air Products & Chemicals
APD
|
+$433M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$355M |
| 3 |
United Parcel Service
UPS
|
+$142M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$124M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$119M |
Sector Composition
| 1 | Technology | 17.33% |
| 2 | Financials | 7.92% |
| 3 | Healthcare | 7.69% |
| 4 | Industrials | 6.62% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5451
Sportsman's Warehouse
SPWH
$117M
| $1.77K | ﹤0.01% |
733
-13,383
| -95% | -$32.2K |
|
5452
GDS Holdings
GDS
$7.32B
| $1.76K | ﹤0.01% |
+189
| New | +$1.76K |
|
5453
Mural Oncology
MURA
$36M
| $1.76K | ﹤0.01% |
559
-5,042
| -90% | -$15.8K |
|
|
WAVE
5454
Eco Wave Power Global
WAVE
$56.5M
| $1.75K | ﹤0.01% |
600
| – | – |
|
5455
Franklin FTSE Japan ETF
FLJP
$2.38B
| $1.7K | ﹤0.01% |
59
-162
| -73% | -$4.68K |
|
5456
Solidion Technology
STI
$14.6M
| $1.68K | ﹤0.01% |
61
+59
| +2,950% | +$1.63K |
|
5457
Odyssey Marine Exploration
OMEX
$80.9M
| $1.68K | ﹤0.01% |
344
-144
| -30% | -$703 |
|
|
AMLI
5458
DELISTED
American Lithium Corp. Common Stock
AMLI
| $1.67K | ﹤0.01% |
3,000
-1,400
| -32% | -$778 |
|
5459
Security National Financial
SNFCA
$237M
| $1.66K | ﹤0.01% |
229
-4,914
| -96% | -$35.7K |
|
5460
Cognition Therapeutics
CGTX
$191M
| $1.66K | ﹤0.01% |
1,000
+854
| +585% | +$1.42K |
|
5461
Mobix Labs
MOBX
$56.9M
| $1.64K | ﹤0.01% |
1,000
-163
| -14% | -$267 |
|
|
ACB
5462
Aurora Cannabis
ACB
$274M
| $1.63K | ﹤0.01% |
353
-2
| -0.6% | -$9 |
|
5463
Vince Holding
VNCE
$34M
| $1.61K | ﹤0.01% |
1,163
-28
| -2% | -$39 |
|
|
FRSX
5464
Foresight Autonomous Holdings
FRSX
$8.34M
| $1.6K | ﹤0.01% |
238
-12
| -5% | -$81 |
|
|
DNMR
5465
DELISTED
Danimer Scientific, Inc.
DNMR
| $1.6K | ﹤0.01% |
66
-889
| -93% | -$21.5K |
|
5466
BuzzFeed
BZFD
$74.1M
| $1.57K | ﹤0.01% |
570
+456
| +400% | +$1.26K |
|
5467
Beamr Imaging
BMR
$45.2M
| $1.57K | ﹤0.01% |
301
+1
| +0.3% | +$5 |
|
|
HOFV
5468
DELISTED
Hall of Fame Resort & Entertainment Co
HOFV
| $1.57K | ﹤0.01% |
544
-34
| -6% | -$98 |
|
5469
Assertio
ASRT
$78.3M
| $1.56K | ﹤0.01% |
1,254
-31,855
| -96% | -$39.5K |
|
|
GVP
5470
DELISTED
GSE Systems, Inc.
GVP
| $1.53K | ﹤0.01% |
332
-17
| -5% | -$78 |
|
|
LEV
5471
DELISTED
The Lion Electric Company
LEV
| $1.51K | ﹤0.01% |
1,680
-1,500
| -47% | -$1.35K |
|
5472
PLDT
PHI
$4.22B
| $1.5K | ﹤0.01% |
61
-71
| -54% | -$1.75K |
|
5473
PSQ Holdings
PSQH
$90M
| $1.48K | ﹤0.01% |
392
-102
| -21% | -$385 |
|
5474
Oxford Square Capital
OXSQ
$170M
| $1.48K | ﹤0.01% |
502
+1
| +0.2% | +$3 |
|
5475
Richmond Mutual Bancorp
RMBI
$140M
| $1.47K | ﹤0.01% |
125
-75
| -38% | -$883 |
|