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 | |
|---|---|---|---|---|---|---|
676
Canadian Imperial Bank of Commerce
CM
$73.3B
| $80.1M | 0.02% |
1,939,868
+641,474
| +49% | +$26.5M |
|
677
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $80M | 0.02% |
2,785,854
+37,677
| +1% | +$1.08M |
|
678
iShares US Real Estate ETF
IYR
$3.6B
| $79.5M | 0.02% |
850,167
-79,609
| -9% | -$7.45M |
|
679
Arista Networks
ANET
$189B
| $79.2M | 0.02% |
5,302,896
+619,680
| +13% | +$9.25M |
|
680
ScottsMiracle-Gro
SMG
$3.5B
| $79.2M | 0.02% |
777,633
+71,941
| +10% | +$7.32M |
|
681
Best Buy
BBY
$16.1B
| $79.1M | 0.02% |
1,145,943
+43,521
| +4% | +$3M |
|
682
First Citizens BancShares
FCNCA
$25.2B
| $78.8M | 0.02% |
167,016
+8,230
| +5% | +$3.88M |
|
683
Park Hotels & Resorts
PK
$2.36B
| $78.5M | 0.02% |
3,141,860
+2,962,810
| +1,655% | +$74M |
|
|
CXO
684
DELISTED
CONCHO RESOURCES INC.
CXO
| $78.3M | 0.02% |
1,153,382
-625,354
| -35% | -$42.5M |
|
685
Emcor
EME
$28.4B
| $78.3M | 0.02% |
909,239
-26,074
| -3% | -$2.25M |
|
|
WIW
686
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$544M
| $78.1M | 0.02% |
7,045,427
-749,340
| -10% | -$8.3M |
|
|
PXD
687
DELISTED
Pioneer Natural Resource Co.
PXD
| $78M | 0.02% |
620,411
+71,154
| +13% | +$8.95M |
|
688
NVR
NVR
$23B
| $78M | 0.02% |
20,989
+5,876
| +39% | +$21.8M |
|
689
Southwest Airlines
LUV
$16.3B
| $78M | 0.02% |
1,444,428
+102,757
| +8% | +$5.55M |
|
690
West Pharmaceutical
WST
$18.4B
| $78M | 0.02% |
549,700
+117,781
| +27% | +$16.7M |
|
691
Agilent Technologies
A
$35.2B
| $77.9M | 0.02% |
1,015,978
-1,472,223
| -59% | -$113M |
|
692
US Foods
USFD
$17.5B
| $77.7M | 0.02% |
1,891,146
+1,582,127
| +512% | +$65M |
|
693
Ameriprise Financial
AMP
$46.4B
| $77.7M | 0.02% |
527,941
-53,902
| -9% | -$7.93M |
|
694
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.46B
| $77.6M | 0.02% |
1,537,655
-827
| -0.1% | -$41.8K |
|
695
Grupo Cibest S.A. American Depositary Shares (each representing four (4) Preferred Shares)
CIB
$12.9B
| $77.6M | 0.02% |
1,568,901
+57,002
| +4% | +$2.82M |
|
696
Hain Celestial
HAIN
$176M
| $77.2M | 0.02% |
3,596,711
+477,479
| +15% | +$10.3M |
|
|
WWE
697
DELISTED
World Wrestling Entertainment
WWE
| $77M | 0.02% |
1,082,292
-146,238
| -12% | -$10.4M |
|
698
SPDR S&P Biotech ETF
XBI
$5.42B
| $76.9M | 0.02% |
1,008,577
+4,655
| +0.5% | +$355K |
|
699
Devon Energy
DVN
$22.5B
| $76.7M | 0.02% |
3,189,285
+607,516
| +24% | +$14.6M |
|
700
Plains All American Pipeline
PAA
$12.2B
| $76.7M | 0.02% |
3,697,776
-1,141,940
| -24% | -$23.7M |
|