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 | |
|---|---|---|---|---|---|---|
5901
Gold Resource Corp
GORO
$133M
| $1K | ﹤0.01% |
843
+297
| +54% | +$352 |
|
5902
Hamilton Beach Brands
HBB
$196M
| $1K | ﹤0.01% |
52
-9,938
| -99% | -$191K |
|
5903
Quantum Corp
QMCO
$98M
| $1K | ﹤0.01% |
38
-576
| -94% | -$15.2K |
|
5904
Radcom
RDCM
$234M
| $1K | ﹤0.01% |
100
| – | – |
|
|
GENE
5905
DELISTED
Genetic Technologies Ltd.
GENE
| $1K | ﹤0.01% |
+200
| New | +$1K |
|
|
ARDS
5906
DELISTED
Aridis Pharmaceuticals Inc. Common Stock
ARDS
| $1K | ﹤0.01% |
1,313
+30
| +2% | +$23 |
|
5907
Red Robin
RRGB
$121M
| $1K | ﹤0.01% |
106
-62,335
| -100% | -$588K |
|
5908
Rezolute
RZLT
$669M
| $1K | ﹤0.01% |
198
+126
| +175% | +$636 |
|
5909
Comscore
SCOR
$34.1M
| $1K | ﹤0.01% |
26
-699
| -96% | -$26.9K |
|
5910
Saga Communications
SGA
$77.3M
| $1K | ﹤0.01% |
34
+3
| +10% | +$88 |
|
5911
Smith Micro Software
SMSI
$14.7M
| $1K | ﹤0.01% |
40
-3,525
| -99% | -$88.1K |
|
5912
Sonida Senior Living
SNDA
$500M
| $1K | ﹤0.01% |
24
+3
| +14% | +$125 |
|
5913
Soligenix
SNGX
$12.5M
| $1K | ﹤0.01% |
5
-13
| -72% | -$2.6K |
|
5914
Spok Holdings
SPOK
$360M
| $1K | ﹤0.01% |
120
-5,221
| -98% | -$43.5K |
|
5915
Spero Therapeutics
SPRO
$107M
| $1K | ﹤0.01% |
891
-13,392
| -94% | -$15K |
|
5916
ARS Pharmaceuticals
SPRY
$991M
| $1K | ﹤0.01% |
148
-4,045
| -96% | -$27.3K |
|
5917
Scholar Rock
SRRK
$3.04B
| $1K | ﹤0.01% |
180
-11,049
| -98% | -$61.4K |
|
5918
Sensus Healthcare
SRTS
$52.3M
| $1K | ﹤0.01% |
87
+7
| +9% | +$80 |
|
5919
Summit State Bank
SSBI
$80.9M
| $1K | ﹤0.01% |
37
+2
| +6% | +$54 |
|
5920
System1
SST
$71.8M
| $1K | ﹤0.01% |
11
-16
| -59% | -$1.46K |
|
5921
Neuronetics
STIM
$207M
| $1K | ﹤0.01% |
179
-14,821
| -99% | -$82.8K |
|
5922
STRATTEC Security
STRT
$283M
| $1K | ﹤0.01% |
26
+2
| +8% | +$77 |
|
5923
Savara
SVRA
$615M
| $1K | ﹤0.01% |
550
+45
| +9% | +$82 |
|
5924
SWK Holdings
SWKH
$176M
| $1K | ﹤0.01% |
57
+30
| +111% | +$526 |
|
5925
Swvl Holdings
SWVL
$37.6M
| $1K | ﹤0.01% |
+4
| New | +$1K |
|