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 |
Vanguard Mid-Cap ETF
VO
|
$812M |
| 2 |
Tesla
TSLA
|
$310M |
| 3 |
PPG Industries
PPG
|
$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.22B |
| 2 |
Amazon
AMZN
|
$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.48B |
| 4 |
Apple
AAPL
|
$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
iShares International Select Dividend ETF
IDV
$5.74B
| $77.8M | 0.02% |
2,494,470
-82,131
| -3% | -$2.56M |
|
577
Old Dominion Freight Line
ODFL
$31.7B
| $77.5M | 0.02% |
432,268
-101,836
| -19% | -$18.2M |
|
578
Emcor
EME
$28B
| $77.4M | 0.02% |
607,624
-211,322
| -26% | -$26.9M |
|
579
Pultegroup
PHM
$27.7B
| $77.4M | 0.02% |
1,353,357
-501,185
| -27% | -$28.6M |
|
580
Sanofi
SNY
$113B
| $77.3M | 0.02% |
1,542,179
-30,559
| -2% | -$1.53M |
|
581
Expeditors International
EXPD
$16.4B
| $76.7M | 0.02% |
570,969
-1,120,469
| -66% | -$150M |
|
582
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.61B
| $76.6M | 0.02% |
1,219,240
+122,456
| +11% | +$7.69M |
|
583
Corteva
CTVA
$49.1B
| $76.4M | 0.02% |
1,615,671
+101,235
| +7% | +$4.79M |
|
584
Vanguard FTSE All-World ex-US ETF
VEU
$48.8B
| $76.3M | 0.02% |
1,245,847
-465,827
| -27% | -$28.5M |
|
585
Liberty Broadband Class C
LBRDK
$8.61B
| $76.1M | 0.02% |
472,142
+7,312
| +2% | +$1.18M |
|
586
Allstate
ALL
$53.1B
| $76M | 0.02% |
645,774
-2,269,040
| -78% | -$267M |
|
587
Western Digital
WDC
$31.9B
| $75.9M | 0.02% |
1,540,861
-172,015
| -10% | -$8.48M |
|
588
Take-Two Interactive
TTWO
$44.2B
| $75.6M | 0.02% |
425,612
-14,782
| -3% | -$2.63M |
|
589
Mercado Libre
MELI
$123B
| $75.2M | 0.02% |
55,752
-244,877
| -81% | -$330M |
|
590
BCE
BCE
$23.1B
| $74.9M | 0.02% |
1,439,399
-15,445
| -1% | -$804K |
|
591
Kraft Heinz
KHC
$32.3B
| $74.8M | 0.02% |
2,082,318
-157,298
| -7% | -$5.65M |
|
592
Vanguard Energy ETF
VDE
$7.2B
| $74.2M | 0.02% |
956,695
+179,283
| +23% | +$13.9M |
|
593
Vulcan Materials
VMC
$39B
| $74M | 0.02% |
356,648
-11,353
| -3% | -$2.36M |
|
594
LPL Financial
LPLA
$26.6B
| $74M | 0.02% |
462,360
-2,058,451
| -82% | -$330M |
|
595
Fortune Brands Innovations
FBIN
$7.3B
| $74M | 0.02% |
809,986
-11,886
| -1% | -$1.09M |
|
596
RPM International
RPM
$16.2B
| $73.9M | 0.02% |
731,661
-75,857
| -9% | -$7.66M |
|
597
eBay
EBAY
$42.3B
| $73.8M | 0.02% |
1,109,489
-258,439
| -19% | -$17.2M |
|
598
Real Estate Select Sector SPDR Fund
XLRE
$7.66B
| $73.7M | 0.02% |
1,422,636
+285,269
| +25% | +$14.8M |
|
|
HES
599
DELISTED
Hess
HES
| $73.3M | 0.02% |
990,778
-1,141,120
| -54% | -$84.5M |
|
600
International Paper
IP
$25.7B
| $73.2M | 0.02% |
1,558,402
-196,504
| -11% | -$9.23M |
|