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 |
Invesco QQQ Trust
QQQ
|
+$752M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$343M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$342M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
+$247M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$228M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$792M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$704M |
| 3 |
AT&T
T
|
+$588M |
| 4 |
Apple
AAPL
|
+$372M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$357M |
Sector Composition
| 1 | Technology | 15.78% |
| 2 | Healthcare | 9.12% |
| 3 | Financials | 8.55% |
| 4 | Industrials | 8.01% |
| 5 | Consumer Discretionary | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
ADIL
5926
Adial Pharmaceuticals
ADIL
$7.64M
| $2K | ﹤0.01% |
33
+1
| +3% | +$61 |
|
5927
Alzamend Neuro
ALZN
$7.57M
| – | – |
0
| – | – |
|
5928
Annexon
ANNX
$266M
| $2K | ﹤0.01% |
111
-3,812
| -97% | -$68.7K |
|
5929
American Resources Corp
AREC
$172M
| $2K | ﹤0.01% |
710
+104
| +17% | +$293 |
|
5930
AmeriServ Financial
ASRV
$47.4M
| $2K | ﹤0.01% |
562
-2
| -0.4% | -$7 |
|
5931
BioAtla
BCAB
$45.5M
| $2K | ﹤0.01% |
58
-3,558
| -98% | -$123K |
|
5932
Biglari Holdings Class A
BH.A
$927M
| $2K | ﹤0.01% |
3
-365
| -99% | -$243K |
|
5933
Blue Hat Interactive Entertainment Technology
BHAT
$12.8M
| $2K | ﹤0.01% |
2
| – | – |
|
|
BLRX
5934
BioLineRX
BLRX
$17.2M
| $2K | ﹤0.01% |
18
| – | – |
|
5935
Bolt Biotherapeutics
BOLT
$9.94M
| $2K | ﹤0.01% |
8
-190
| -96% | -$47.5K |
|
5936
Bridgewater Bancshares
BWB
$457M
| $2K | ﹤0.01% |
112
-7,406
| -99% | -$132K |
|
5937
Clearside Biomedical
CLSD
$25.1M
| $2K | ﹤0.01% |
372
+76
| +26% | +$409 |
|
5938
Caesarstone
CSTE
$48.4M
| $2K | ﹤0.01% |
153
-7,375
| -98% | -$96.4K |
|
|
DAO
5939
Youdao
DAO
$1.06B
| $2K | ﹤0.01% |
68
| – | – |
|
5940
DSS Inc
DSS
$11.6M
| $2K | ﹤0.01% |
64
+54
| +540% | +$1.69K |
|
5941
Evolution Petroleum
EPM
$179M
| $2K | ﹤0.01% |
449
-17,617
| -98% | -$78.5K |
|
5942
89bio
ETNB
$1.2B
| $2K | ﹤0.01% |
123
-2,409
| -95% | -$39.2K |
|
5943
Fonar
FONR
$98.8M
| $2K | ﹤0.01% |
83
-51,663
| -100% | -$1.24M |
|
5944
Foster
FSTR
$291M
| $2K | ﹤0.01% |
109
-17,000
| -99% | -$312K |
|
5945
Fuel Tech
FTEK
$113M
| $2K | ﹤0.01% |
1,135
+999
| +735% | +$1.76K |
|
5946
Gyre Therapeutics
GYRE
$711M
| $2K | ﹤0.01% |
67
-7,431
| -99% | -$222K |
|
5947
Korea Electric Power
KEP
$17.2B
| $2K | ﹤0.01% |
211
+207
| +5,175% | +$1.96K |
|
5948
KVH Industries
KVHI
$119M
| $2K | ﹤0.01% |
199
-5,991
| -97% | -$60.2K |
|
5949
Lipocine
LPCN
$16.1M
| $2K | ﹤0.01% |
67
+1
| +2% | +$30 |
|
5950
Laird Superfood
LSF
$61.3M
| $2K | ﹤0.01% |
88
-1,053
| -92% | -$23.9K |
|