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 |
Broadcom
AVGO
|
$943M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$886M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$385M |
| 4 |
Amazon
AMZN
|
$369M |
| 5 |
NVIDIA
NVDA
|
$342M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$732M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$585M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$547M |
| 4 |
Norfolk Southern
NSC
|
$517M |
| 5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$483M |
Sector Composition
| 1 | Technology | 16.97% |
| 2 | Financials | 8.26% |
| 3 | Healthcare | 7.62% |
| 4 | Industrials | 6.67% |
| 5 | Consumer Discretionary | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Pinterest
PINS
$25.8B
| $77.5M | 0.02% |
2,395,573
+1,015,766
| +74% | +$32.9M |
|
577
Invesco S&P MidCap Momentum ETF
XMMO
$4.36B
| $77.3M | 0.02% |
642,154
+89,989
| +16% | +$10.8M |
|
578
Coca-Cola Europacific Partners
CCEP
$40.4B
| $77.2M | 0.02% |
980,177
-179,934
| -16% | -$14.2M |
|
579
Vanguard Mega Cap Value ETF
MGV
$9.81B
| $77M | 0.02% |
600,201
+9,443
| +2% | +$1.21M |
|
580
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.77B
| $77M | 0.02% |
3,627,888
+131,784
| +4% | +$2.8M |
|
581
IQVIA
IQV
$31.9B
| $77M | 0.02% |
324,788
+20,665
| +7% | +$4.9M |
|
582
iShares Russell 3000 ETF
IWV
$16.7B
| $76.6M | 0.02% |
234,561
+62,566
| +36% | +$20.4M |
|
583
Digital Realty Trust
DLR
$55.7B
| $76.5M | 0.02% |
472,959
+13,160
| +3% | +$2.13M |
|
584
iShares Global Tech ETF
IXN
$5.72B
| $75.7M | 0.02% |
917,353
+28,153
| +3% | +$2.32M |
|
585
Ferguson
FERG
$47.8B
| $75.7M | 0.02% |
381,025
+66,106
| +21% | +$13.1M |
|
586
Allstate
ALL
$53.1B
| $75.6M | 0.02% |
398,859
+14,033
| +4% | +$2.66M |
|
587
Darden Restaurants
DRI
$24.5B
| $75.5M | 0.02% |
459,814
-99,902
| -18% | -$16.4M |
|
588
Quanta Services
PWR
$55.5B
| $75.3M | 0.02% |
252,698
-5,376
| -2% | -$1.6M |
|
589
First Trust North American Energy Infrastructure Fund
EMLP
$3.28B
| $75.2M | 0.02% |
2,238,507
+79,940
| +4% | +$2.69M |
|
590
iShares Russell Top 200 Growth ETF
IWY
$14.9B
| $75M | 0.02% |
340,859
+10,749
| +3% | +$2.37M |
|
591
Live Nation Entertainment
LYV
$37.9B
| $74.9M | 0.02% |
683,849
-68,388
| -9% | -$7.49M |
|
592
Ford
F
$46.7B
| $74.9M | 0.02% |
7,090,207
-2,039,463
| -22% | -$21.5M |
|
593
Ameriprise Financial
AMP
$46.1B
| $74.8M | 0.02% |
159,116
-4,270
| -3% | -$2.01M |
|
594
Huntington Bancshares
HBAN
$25.7B
| $74.6M | 0.02% |
5,074,703
-546,372
| -10% | -$8.03M |
|
595
Labcorp
LH
$23.2B
| $74.5M | 0.02% |
333,370
+12,983
| +4% | +$2.9M |
|
596
SPDR Bloomberg Convertible Securities ETF
CWB
$4.42B
| $74.2M | 0.02% |
968,727
+27,771
| +3% | +$2.13M |
|
597
Landstar System
LSTR
$4.58B
| $74.2M | 0.02% |
392,602
-12,958
| -3% | -$2.45M |
|
598
Vanguard Consumer Staples ETF
VDC
$7.65B
| $73.7M | 0.02% |
337,187
-5,006
| -1% | -$1.09M |
|
599
Vanguard Total International Bond ETF
BNDX
$68.4B
| $73.3M | 0.02% |
1,458,745
+144,430
| +11% | +$7.26M |
|
600
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
| $73.3M | 0.02% |
3,017,317
+58,327
| +2% | +$1.42M |
|