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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
MOMO
5576
Hello Group
MOMO
$1.21B
| $2K | ﹤0.01% |
469
-2,340
| -83% | -$9.98K |
|
5577
MaxCyte
MXCT
$155M
| $2K | ﹤0.01% |
239
-285
| -54% | -$2.39K |
|
5578
National CineMedia
NCMI
$456M
| $2K | ﹤0.01% |
383
+13
| +4% | +$68 |
|
5579
Vitamin Cottage Natural Grocers
NGVC
$827M
| $2K | ﹤0.01% |
144
-100
| -41% | -$1.39K |
|
5580
Natural Health Trends
NHTC
$53.7M
| $2K | ﹤0.01% |
639
+578
| +948% | +$1.81K |
|
5581
NextNav
NN
$2.33B
| $2K | ﹤0.01% |
943
-258
| -21% | -$547 |
|
5582
NanoViricides
NNVC
$23.3M
| $2K | ﹤0.01% |
1,120
-1,000
| -47% | -$1.79K |
|
5583
NI Holdings
NODK
$279M
| $2K | ﹤0.01% |
130
-86
| -40% | -$1.32K |
|
5584
Offerpad Solutions
OPAD
$131M
| $2K | ﹤0.01% |
114
-41
| -26% | -$719 |
|
5585
Oric Pharmaceuticals
ORIC
$1.04B
| $2K | ﹤0.01% |
444
-80
| -15% | -$360 |
|
5586
Palisade Bio
PALI
$5.52M
| $2K | ﹤0.01% |
22
| – | – |
|
5587
P3 Health Partners
PIII
$28.2M
| $2K | ﹤0.01% |
7
-3
| -30% | -$857 |
|
5588
Patriot National Bancorp
PNBK
$137M
| $2K | ﹤0.01% |
203
+184
| +968% | +$1.81K |
|
5589
Predictive Oncology
POAI
$10.7M
| $2K | ﹤0.01% |
301
+179
| +147% | +$1.19K |
|
5590
Prelude Therapeutics
PRLD
$62.8M
| $2K | ﹤0.01% |
371
+184
| +98% | +$992 |
|
5591
The 3D Printing ETF
PRNT
$79.2M
| $2K | ﹤0.01% |
122
-200
| -62% | -$3.28K |
|
5592
Provident Financial
PROV
$102M
| $2K | ﹤0.01% |
86
-1
| -1% | -$23 |
|
|
PW
5593
Power REIT
PW
$3.56M
| $2K | ﹤0.01% |
202
+3
| +2% | +$30 |
|
5594
P10
PX
$1.31B
| $2K | ﹤0.01% |
218
-21
| -9% | -$193 |
|
5595
Quince Therapeutics
QNCX
$85.9M
| $2K | ﹤0.01% |
1,299
-74
| -5% | -$114 |
|
5596
Quad
QUAD
$338M
| $2K | ﹤0.01% |
682
-358
| -34% | -$1.05K |
|
5597
Red Cat Holdings
RCAT
$1.05B
| $2K | ﹤0.01% |
1,232
+24
| +2% | +$39 |
|
5598
Richardson Electronics
RELL
$145M
| $2K | ﹤0.01% |
169
+103
| +156% | +$1.22K |
|
5599
Rocky Mountain Chocolate Factory
RMCF
$12M
| $2K | ﹤0.01% |
357
-3
| -0.8% | -$17 |
|
5600
Roivant Sciences
ROIV
$9.53B
| $2K | ﹤0.01% |
700
+52
| +8% | +$149 |
|