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 |
iShares Russell Mid-Cap ETF
IWR
|
$1.05B |
| 2 |
Linde
LIN
|
$621M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$509M |
| 4 |
Apple
AAPL
|
$317M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$267M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$742M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$701M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$541M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$517M |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$409M |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Healthcare | 9.79% |
| 3 | Financials | 9.23% |
| 4 | Industrials | 8.28% |
| 5 | Consumer Discretionary | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
IMOS
6101
ChipMOS TECHNOLOGIES
IMOS
$556M
| – | – |
-1,546
| Closed | -$24K |
|
6102
Amplify Mobile Payments ETF
IPAY
$278M
| $0 | ﹤0.01% |
1
| – | – |
|
6103
FlexShares International Quality Dividend Index Fund
IQDF
$796M
| – | – |
-5,521
| Closed | -$133K |
|
6104
Innovative Solutions & Support
ISSC
$228M
| $0 | ﹤0.01% |
1
| – | – |
|
6105
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$643M
| – | – |
-267
| Closed | -$12K |
|
6106
Coffee Holding Co
JVA
$23.9M
| $0 | ﹤0.01% |
+1
| New | – |
|
6107
Kewaunee Scientific
KEQU
$167M
| – | – |
0
| – | – |
|
6108
Koss Corp
KOSS
$58.1M
| – | – |
0
| – | – |
|
6109
Kiora Pharmaceuticals
KPRX
$9.55M
| $0 | ﹤0.01% |
100
| – | – |
|