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 | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
7401
Flanigan's Enterprises
BDL
$54M
| $0 | ﹤0.01% | 4 | – | – |
|
7402
Heartbeam
BEAT
$46.3M
| $0 | ﹤0.01% | 30 +11 | +58% | – |
|
7403
KE Holdings
BEKE
$20.8B
| – | – | -541 | Closed | -$10K |
|
7404
Bel Fuse Class A
BELFA
$1.45B
| $0 | ﹤0.01% | 12 +1 | +9% | – |
|
7405
Biofrontera
BFRI
$9.45M
| $0 | ﹤0.01% | 103 +45 | +78% | – |
|
7406
Birks Group
BGI
$16M
| $0 | ﹤0.01% | 1 | – | – |
|
7407
Blue Hat Interactive Entertainment Technology
BHAT
$12.2M
| $0 | ﹤0.01% | 200 | – | – |
|
7408
Inspire 100 ETF
BIBL
$332M
| $0 | ﹤0.01% | 1 | – | – |
|
|
BITF
7409
Bitfarms
BITF
$740M
| – | – | -100 | Closed | – |
|
7410
ProShares Bitcoin Strategy ETF
BITO
$2.67B
| $0 | ﹤0.01% | 25 -33 | -57% | – |
|
7411
Bitwise Crypto Industry Innovators ETF
BITQ
$310M
| $0 | ﹤0.01% | +20 | New | – |
|
7412
Bluejay Diagnostics
BJDX
$2.03M
| $0 | ﹤0.01% | 67 +2 | +3% | – |
|