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 | |
|---|---|---|---|---|---|---|
5801
HF Foods Group
HFFG
$177M
| $2K | ﹤0.01% |
459
-7,290
| -94% | -$31.8K |
|
5802
HilleVax
HLVX
$105M
| $2K | ﹤0.01% |
+195
| New | +$2K |
|
5803
Hooker Furnishings Corp
HOFT
$111M
| $2K | ﹤0.01% |
132
-9,385
| -99% | -$142K |
|
|
HUYA
5804
Huya Inc
HUYA
$780M
| $2K | ﹤0.01% |
520
| – | – |
|
5805
IBEX
IBEX
$556M
| $2K | ﹤0.01% |
121
-6,165
| -98% | -$102K |
|
5806
Immunic
IMUX
$78.4M
| $2K | ﹤0.01% |
467
-1,052
| -69% | -$4.51K |
|
5807
Immunovant
IMVT
$2.82B
| $2K | ﹤0.01% |
+520
| New | +$2K |
|
5808
Century Therapeutics
IPSC
$43.3M
| $2K | ﹤0.01% |
195
-13,713
| -99% | -$141K |
|
5809
JPMorgan Realty Income ETF
JPRE
$466M
| $2K | ﹤0.01% |
+31
| New | +$2K |
|
5810
Adasina Social Justice All Cap Global ETF
JSTC
$254M
| $2K | ﹤0.01% |
+129
| New | +$2K |
|
5811
KALA BIO
KALA
$131M
| $2K | ﹤0.01% |
116
-148
| -56% | -$2.55K |
|
|
KRON
5812
DELISTED
Kronos Bio
KRON
| $2K | ﹤0.01% |
521
-2,718
| -84% | -$10.4K |
|
5813
Knightscope
KSCP
$59.3M
| $2K | ﹤0.01% |
13
+3
| +30% | +$462 |
|
5814
Lifetime Brands
LCUT
$88.4M
| $2K | ﹤0.01% |
157
-10,642
| -99% | -$136K |
|
5815
Legacy Housing
LEGH
$657M
| $2K | ﹤0.01% |
130
-1,558
| -92% | -$24K |
|
5816
Lipocine
LPCN
$16.1M
| $2K | ﹤0.01% |
211
+3
| +1% | +$28 |
|
5817
Lesaka Technologies
LSAK
$362M
| $2K | ﹤0.01% |
414
+100
| +32% | +$483 |
|
5818
Lulu's Fashion Lounge
LVLU
$12.2M
| $2K | ﹤0.01% |
11
-74
| -87% | -$13.5K |
|
5819
Lexicon Pharmaceuticals
LXRX
$418M
| $2K | ﹤0.01% |
1,327
-178,625
| -99% | -$269K |
|
5820
MeiraGTx Holdings
MGTX
$612M
| $2K | ﹤0.01% |
215
-15,882
| -99% | -$148K |
|
5821
Marine Products Corp
MPX
$316M
| $2K | ﹤0.01% |
240
-1,602
| -87% | -$13.4K |
|
|
MTA
5822
Metalla Royalty & Streaming
MTA
$527M
| $2K | ﹤0.01% |
+500
| New | +$2K |
|
5823
MaxCyte
MXCT
$155M
| $2K | ﹤0.01% |
524
-91,541
| -99% | -$349K |
|
|
NEXN
5824
Nexxen International
NEXN
$618M
| $2K | ﹤0.01% |
200
| – | – |
|
5825
Inotiv
NOTV
$48.4M
| $2K | ﹤0.01% |
207
-33,981
| -99% | -$328K |
|