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 | +$1.45B | |
| 2 | +$1.04B | |
| 3 | +$748M | |
| 4 |
Constellation Energy
CEG
|
+$453M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$446M |
Top Sells
| 1 | +$780M | |
| 2 | +$671M | |
| 3 | +$468M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$314M |
| 5 |
Merck
MRK
|
+$266M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 6.94% |
| 4 | Industrials | 6.14% |
| 5 | Consumer Discretionary | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
BP
BP
$85.6B
| $79.3M | 0.02% |
2,346,205
-525,697
|
|
||
577
Ollie's Bargain Outlet
OLLI
$7.73B
| $79M | 0.02% |
679,354
+879
|
|
||
578
Quanta Services
PWR
$65.1B
| $78.8M | 0.02% |
310,063
-31,221
|
|
||
579
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.5B
| $78.2M | 0.02% |
1,149,403
-32,775
|
|
||
580
Simplify MBS ETF
MTBA
$1.51B
| $77.8M | 0.02% |
1,550,907
-16,284
|
|
||
581
HCA Healthcare
HCA
$98.3B
| $77.6M | 0.02% |
224,671
-8,437
|
|
||
582
Packaging Corp of America
PKG
$18.9B
| $77.6M | 0.02% |
391,808
-387
|
|
||
583
First Trust Technology AlphaDEX Fund
FXL
$1.44B
| $77.1M | 0.02% |
583,061
-18,828
|
|
||
584
Pinterest
PINS
$22.7B
| $76.6M | 0.02% |
2,472,468
+279,634
|
|
||
585
Ferguson
FERG
$48.4B
| $76.3M | 0.02% |
476,270
+73,772
|
|
||
586
iShares Global Tech ETF
IXN
$6.34B
| $76.2M | 0.02% |
1,006,684
-4,814
|
|
||
587
iShares Russell Top 200 Growth ETF
IWY
$15.9B
| $76.2M | 0.02% |
361,190
-103,327
|
|
||
588
Labcorp
LH
$23.5B
| $76.2M | 0.02% |
327,229
+11,783
|
|
||
589
HubSpot
HUBS
$23.5B
| $76.1M | 0.02% |
133,156
-3,446
|
|
||
590
Carrier Global
CARR
$48.7B
| $76M | 0.02% |
1,199,429
-7,972
|
|
||
591
Saia
SAIA
$7.9B
| $75.9M | 0.02% |
217,288
+51,955
|
|
||
592
Ametek
AME
$42.9B
| $75.8M | 0.02% |
440,459
+53,279
|
|
||
593
Janus Henderson Short Duration Income ETF
VNLA
$2.78B
| $75M | 0.02% |
1,526,785
-151,125
|
|
||
594
Carvana
CVNA
$49.1B
| $75M | 0.02% |
358,611
+282,939
|
|
||
595
Fortinet
FTNT
$64B
| $74.8M | 0.02% |
777,012
+37,682
|
|
||
596
BlackRock Flexible Income ETF
BINC
$12.5B
| $74.8M | 0.02% |
1,427,422
+594,353
|
|
||
597
Invesco FTSE RAFI US 1000 ETF
PRF
$8.58B
| $74.7M | 0.02% |
1,848,926
-133,460
|
|
||
598
Simpson Manufacturing
SSD
$7.08B
| $74.6M | 0.02% |
474,695
-7,242
|
|
||
599
Corpay
CPAY
$20.3B
| $74.4M | 0.02% |
213,364
-6,934
|
|
||
600
Chemed
CHE
$6.36B
| $74.2M | 0.02% |
120,558
-6,842
|
|