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 | |
|---|---|---|---|---|---|---|
5601
BARK
BARK
$150M
| $3K | ﹤0.01% |
2,256
+354
| +19% | +$471 |
|
5602
Blend Labs
BLND
$1.12B
| $3K | ﹤0.01% |
1,461
-5,614,614
| -100% | -$11.5M |
|
5603
Blue Ridge Bankshares
BRBS
$380M
| $3K | ﹤0.01% |
204
-17,078
| -99% | -$251K |
|
5604
Braze
BRZE
$3.35B
| $3K | ﹤0.01% |
81
+6
| +8% | +$222 |
|
5605
Check-Cap
CHEK
$4.36M
| $3K | ﹤0.01% |
500
| – | – |
|
5606
CNS Pharmaceuticals
CNSP
$4.25M
| – | – |
0
| – | -$4K |
|
5607
Citi Trends
CTRN
$281M
| $3K | ﹤0.01% |
114
-27,010
| -100% | -$711K |
|
5608
Culp
CULP
$59.5M
| $3K | ﹤0.01% |
724
+6
| +0.8% | +$25 |
|
5609
Daktronics
DAKT
$1.14B
| $3K | ﹤0.01% |
1,053
-70,244
| -99% | -$200K |
|
5610
Dare Bioscience
DARE
$28.4M
| $3K | ﹤0.01% |
214
+8
| +4% | +$112 |
|
|
DRD
5611
DRDGold
DRD
$1.93B
| $3K | ﹤0.01% |
500
+292
| +140% | +$1.75K |
|
5612
Viant Technology
DSP
$158M
| $3K | ﹤0.01% |
494
-52,832
| -99% | -$321K |
|
5613
Ecopetrol
EC
$18.8B
| $3K | ﹤0.01% |
342
-913
| -73% | -$8.01K |
|
5614
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
$94.4M
| $3K | ﹤0.01% |
61
-177
| -74% | -$8.71K |
|
5615
Amplify Etho Climate Leadership US ETF
ETHO
$162M
| $3K | ﹤0.01% |
+59
| New | +$3K |
|
5616
EverCommerce
EVCM
$2.15B
| $3K | ﹤0.01% |
325
-6,244
| -95% | -$57.6K |
|
5617
First Business Financial Services
FBIZ
$431M
| $3K | ﹤0.01% |
97
+52
| +116% | +$1.61K |
|
5618
4D Molecular Therapeutics
FDMT
$318M
| $3K | ﹤0.01% |
548
-10,531
| -95% | -$57.7K |
|
5619
Full House Resorts
FLL
$120M
| $3K | ﹤0.01% |
565
-30,943
| -98% | -$164K |
|
5620
First Bancorp
FNLC
$301M
| $3K | ﹤0.01% |
114
-4,719
| -98% | -$124K |
|
5621
First Bank
FRBA
$413M
| $3K | ﹤0.01% |
196
-11,658
| -98% | -$178K |
|
5622
Fathom Holdings
FTHM
$79.4M
| $3K | ﹤0.01% |
398
-1,482
| -79% | -$11.2K |
|
5623
First Trust Long/Short Equity ETF
FTLS
$1.98B
| $3K | ﹤0.01% |
67
-465
| -87% | -$20.8K |
|
5624
FVCBankcorp
FVCB
$240M
| $3K | ﹤0.01% |
196
+111
| +131% | +$1.7K |
|
5625
Geospace Technologies
GEOS
$209M
| $3K | ﹤0.01% |
623
+7
| +1% | +$34 |
|