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
Top Sells
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $87.6M | 0.02% |
1,503,535
+194,108
| +15% | +$11.3M |
|
627
Nomad Foods
NOMD
$2.11B
| $87.3M | 0.02% |
4,259,764
+146,090
| +4% | +$2.99M |
|
628
Invesco Dorsey Wright Momentum ETF
PDP
$1.32B
| $87.1M | 0.02% |
1,430,080
+20,344
| +1% | +$1.24M |
|
629
Banco Bradesco
BBD
$33B
| $87M | 0.02% |
14,224,941
+1,637,683
| +13% | +$10M |
|
630
Azenta
AZTA
$1.34B
| $86.8M | 0.02% |
2,342,926
+30,629
| +1% | +$1.13M |
|
631
Cable One
CABO
$909M
| $86.7M | 0.02% |
69,101
-3,078
| -4% | -$3.86M |
|
632
Weyerhaeuser
WY
$18.1B
| $86.6M | 0.02% |
3,127,585
-152,531
| -5% | -$4.23M |
|
633
HealthEquity
HQY
$7.95B
| $86.5M | 0.02% |
1,513,073
+283,889
| +23% | +$16.2M |
|
634
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $85.9M | 0.02% |
2,435,027
+237,779
| +11% | +$8.39M |
|
635
HP
HPQ
$26.7B
| $85.6M | 0.02% |
4,522,238
-456,922
| -9% | -$8.64M |
|
636
Telkom Indonesia
TLK
$19B
| $85.5M | 0.02% |
2,838,106
+71,253
| +3% | +$2.15M |
|
637
Idacorp
IDA
$6.75B
| $85.2M | 0.02% |
756,349
+122,846
| +19% | +$13.8M |
|
638
Newell Brands
NWL
$2.54B
| $85.2M | 0.02% |
4,551,465
+1,979,083
| +77% | +$37M |
|
639
Helen of Troy
HELE
$548M
| $85.1M | 0.02% |
540,016
-42,951
| -7% | -$6.77M |
|
640
First Trust Senior Loan Fund ETF
FTSL
$2.41B
| $84.3M | 0.02% |
1,778,230
-81,561
| -4% | -$3.87M |
|
641
Vodafone
VOD
$28.3B
| $84.3M | 0.02% |
4,233,780
-528,472
| -11% | -$10.5M |
|
642
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
| $84.2M | 0.02% |
919,241
+222,750
| +32% | +$20.4M |
|
|
CCMP
643
DELISTED
CMC Materials, Inc. Common Stock
CCMP
| $84M | 0.02% |
594,556
-183,046
| -24% | -$25.8M |
|
644
Ollie's Bargain Outlet
OLLI
$7.9B
| $83.9M | 0.02% |
1,430,632
+561,777
| +65% | +$32.9M |
|
|
ETFC
645
DELISTED
E*Trade Financial Corporation
ETFC
| $83.8M | 0.02% |
1,918,616
-10,014
| -0.5% | -$438K |
|
|
CDK
646
DELISTED
CDK Global, Inc.
CDK
| $83.8M | 0.02% |
1,742,528
+7,012
| +0.4% | +$337K |
|
647
Pinnacle Financial Partners
PNFP
$7.59B
| $83.5M | 0.02% |
1,471,451
+287,125
| +24% | +$16.3M |
|
648
Commerce Bancshares
CBSH
$7.98B
| $83.5M | 0.02% |
1,844,962
+189,617
| +11% | +$8.58M |
|
649
Western Digital
WDC
$32.6B
| $83.4M | 0.02% |
1,849,516
-108,205
| -6% | -$4.88M |
|
650
Expeditors International
EXPD
$16.4B
| $83.4M | 0.02% |
1,122,094
-46,327
| -4% | -$3.44M |
|