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 S&P 500 ETF
IVV
|
+$520M |
| 2 |
AABA
Altaba Inc. Common Stock
AABA
|
+$300M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$293M |
| 4 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$208M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$202M |
Sector Composition
| 1 | Technology | 12.06% |
| 2 | Healthcare | 9.32% |
| 3 | Financials | 9.24% |
| 4 | Industrials | 9.02% |
| 5 | Consumer Discretionary | 7.3% |