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
| 1 |
Invesco QQQ Trust
QQQ
|
$377M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$257M |
| 3 |
ARK Innovation ETF
ARKK
|
$252M |
| 4 |
Alerian MLP ETF
AMLP
|
$194M |
| 5 |
VF Corp
VFC
|
$189M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Healthcare | 9.39% |
| 3 | Financials | 7.92% |
| 4 | Industrials | 7.06% |
| 5 | Consumer Discretionary | 5.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7351
Gran Tierra Energy
GTE
$145M
| – | – | -20,000 | Closed | -$24K |
|
7352
Cambria Global Value ETF
GVAL
$314M
| – | – | -1 | Closed | – |
|
|
COLO
7353
Global X MSCI Colombia ETF
COLO
$98.8M
| – | – | 0 | – | – |
|
7354
Pacer Cash Cows Fund of Funds ETF
HERD
$86.7M
| – | – | 0 | – | – |
|
7355
HilleVax
HLVX
$105M
| – | – | -71 | Closed | -$1K |
|