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
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5701
Volato Group
SOAR
$8.64M
| $516 | ﹤0.01% |
400
| – | – |
|
5702
1stdibs.com
DIBS
$99.7M
| $512 | ﹤0.01% |
186
-13,200
| -99% | -$36.3K |
|
5703
Werewolf Therapeutics
HOWL
$64.5M
| $500 | ﹤0.01% |
459
-17,397
| -97% | -$19K |
|
5704
Caesarstone
CSTE
$50.5M
| $496 | ﹤0.01% |
252
-12,170
| -98% | -$24K |
|
5705
Sutro Biopharma
STRO
$77.2M
| $495 | ﹤0.01% |
693
-48,441
| -99% | -$34.6K |
|
5706
Generation Bio
GBIO
$40.3M
| $490 | ﹤0.01% |
153
-2,867
| -95% | -$9.18K |
|
5707
Century Therapeutics
IPSC
$43.9M
| $481 | ﹤0.01% |
861
-27,977
| -97% | -$15.6K |
|
5708
Fractyl Health
GUTS
$70.1M
| $481 | ﹤0.01% |
297
-17,642
| -98% | -$28.6K |
|
5709
TScan Therapeutics
TCRX
$104M
| $468 | ﹤0.01% |
323
-19,892
| -98% | -$28.8K |
|
|
DCBO
5710
Docebo
DCBO
$863M
| $464 | ﹤0.01% |
16
| – | – |
|
5711
Adverum Biotechnologies
ADVM
$69.5M
| $461 | ﹤0.01% |
214
-12,317
| -98% | -$26.5K |
|
5712
Rocky Mountain Chocolate Factory
RMCF
$11.7M
| $456 | ﹤0.01% |
323
| – | – |
|
5713
FibroBiologics
FBLG
$22.8M
| $451 | ﹤0.01% |
725
-12,541
| -95% | -$7.8K |
|
5714
Atossa Therapeutics
ATOS
$103M
| $450 | ﹤0.01% |
542
-72,997
| -99% | -$60.6K |
|
5715
Great Elm Group
GEG
$82.6M
| $447 | ﹤0.01% |
216
| – | – |
|
5716
Turkcell
TKC
$4.79B
| $446 | ﹤0.01% |
74
-48,243
| -100% | -$291K |
|
5717
Vera Bradley
VRA
$63.7M
| $446 | ﹤0.01% |
202
-14,269
| -99% | -$31.5K |
|
5718
XBiotech
XBIT
$85.4M
| $443 | ﹤0.01% |
149
-11,816
| -99% | -$35.1K |
|
5719
MDxHealth
MDXH
$172M
| $442 | ﹤0.01% |
200
| – | – |
|
5720
Sprott Junior Uranium Miners ETF
URNJ
$357M
| $441 | ﹤0.01% |
21
+20
| +2,000% | +$420 |
|
5721
LiveOne
LVO
$58.6M
| $439 | ﹤0.01% |
582
-35,337
| -98% | -$26.7K |
|
5722
Biomea Fusion
BMEA
$109M
| $436 | ﹤0.01% |
242
-12,963
| -98% | -$23.4K |
|
|
BRAG
5723
Bragg Gaming Group
BRAG
$66.2M
| $432 | ﹤0.01% |
100
| – | – |
|
5724
Cibus
CBUS
$73M
| $429 | ﹤0.01% |
311
-10,613
| -97% | -$14.6K |
|
|
BPT
5725
DELISTED
BP Prudhoe Bay Royalty Trust
BPT
| $428 | ﹤0.01% |
853
-1,100
| -56% | -$552 |
|