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 | |
|---|---|---|---|---|---|---|
5776
Perspective Therapeutics
CATX
$258M
| $2K | ﹤0.01% |
623
-2
| -0.3% | -$6 |
|
5777
Capital Bancorp
CBNK
$551M
| $2K | ﹤0.01% |
108
-7,375
| -99% | -$137K |
|
5778
Cenntro
CENN
$28M
| $2K | ﹤0.01% |
124
+117
| +1,671% | +$1.89K |
|
5779
ProShares Long Online/Short Stores ETF
CLIX
$7.95M
| $2K | ﹤0.01% |
59
| – | – |
|
5780
Dimensional US Core Equity Market ETF
DFAU
$9.23B
| $2K | ﹤0.01% |
75
-1,270
| -94% | -$33.9K |
|
5781
Dyne Therapeutics
DYN
$1.87B
| $2K | ﹤0.01% |
356
-1,017
| -74% | -$5.71K |
|
|
EARN
5782
Ellington Residential Mortgage REIT
EARN
$212M
| $2K | ﹤0.01% |
238
+8
| +3% | +$67 |
|
5783
electroCore
ECOR
$35.9M
| $2K | ﹤0.01% |
340
-44
| -11% | -$259 |
|
5784
Empire Petroleum
EP
$137M
| $2K | ﹤0.01% |
+204
| New | +$2K |
|
5785
Equillium
EQ
$111M
| $2K | ﹤0.01% |
1,154
+42
| +4% | +$73 |
|
5786
Evolv Technologies
EVLV
$1.51B
| $2K | ﹤0.01% |
970
-1,843
| -66% | -$3.8K |
|
5787
Edgewise Therapeutics
EWTX
$1.5B
| $2K | ﹤0.01% |
256
-3,676
| -93% | -$28.7K |
|
5788
Femasys
FEMY
$12.8M
| $2K | ﹤0.01% |
1,018
+1,001
| +5,888% | +$1.97K |
|
5789
First Guaranty Bancshares
FGBI
$123M
| $2K | ﹤0.01% |
86
+49
| +132% | +$1.14K |
|
5790
Fonar
FONR
$98.8M
| $2K | ﹤0.01% |
86
+5
| +6% | +$116 |
|
5791
Foster
FSTR
$291M
| $2K | ﹤0.01% |
113
+7
| +7% | +$124 |
|
5792
Fuel Tech
FTEK
$113M
| $2K | ﹤0.01% |
1,857
+713
| +62% | +$768 |
|
5793
Monte Rosa Therapeutics
GLUE
$297M
| $2K | ﹤0.01% |
253
-15,491
| -98% | -$122K |
|
5794
Genprex
GNPX
$9.76M
| $2K | ﹤0.01% |
37
+1
| +3% | +$54 |
|
5795
GeoVax Labs
GOVX
$17.8M
| $2K | ﹤0.01% |
138
+2
| +1% | +$29 |
|
5796
Global X MSCI Greece ETF
GREK
$312M
| $2K | ﹤0.01% |
100
-14
| -12% | -$280 |
|
5797
US Global Investors
GROW
$32.3M
| $2K | ﹤0.01% |
587
+507
| +634% | +$1.73K |
|
5798
GT Biopharma
GTBP
$2.86M
| $2K | ﹤0.01% |
20
-988
| -98% | -$98.8K |
|
5799
Xtrackers International Real Estate ETF
HAUZ
$911M
| $2K | ﹤0.01% |
98
-7
| -7% | -$143 |
|
5800
HBT Financial
HBT
$804M
| $2K | ﹤0.01% |
130
-5,577
| -98% | -$85.8K |
|