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 | |
|---|---|---|---|---|---|---|
51
AbbVie
ABBV
$372B
| $1.24B | 0.4% | 9,247,396 +13,803 | +0.1% | +$1.85M |
|
52
Vanguard Total Bond Market
BND
$134B
| $1.22B | 0.4% | 17,066,190 -504,543 | -3% | -$36M |
|
53
United Parcel Service
UPS
$74.1B
| $1.21B | 0.39% | 7,500,598 -35,587 | -0.5% | -$5.75M |
|
54
Comcast
CMCSA
$125B
| $1.17B | 0.38% | 40,047,628 -449,647 | -1% | -$13.2M |
|
55
iShares S&P 500 Value ETF
IVE
$41.2B
| $1.15B | 0.37% | 8,938,440 -289,782 | -3% | -$37.2M |
|
56
Analog Devices
ADI
$124B
| $1.15B | 0.37% | 8,243,614 +51,115 | +0.6% | +$7.12M |
|
57
RTX Corp
RTX
$212B
| $1.14B | 0.37% | 13,969,054 +204,416 | +1% | +$16.7M |
|
58
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.14B | 0.37% | 4,273,946 -7,753 | -0.2% | -$2.07M |
|
59
iShares Core MSCI EAFE ETF
IEFA
$150B
| $1.14B | 0.37% | 21,654,968 -148,453 | -0.7% | -$7.82M |
|
60
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.12B | 0.37% | 15,021,103 -357,548 | -2% | -$26.8M |
|
61
Paychex
PAYX
$50.2B
| $1.09B | 0.36% | 9,710,835 +88,153 | +0.9% | +$9.89M |
|
62
Medtronic
MDT
$119B
| $1.07B | 0.35% | 13,232,768 -261,456 | -2% | -$21.1M |
|
63
Lockheed Martin
LMT
$106B
| $1.06B | 0.35% | 2,750,914 +90,635 | +3% | +$35M |
|
64
L3Harris
LHX
$51.9B
| $1.04B | 0.34% | 5,019,113 +29,788 | +0.6% | +$6.19M |
|
65
Chubb
CB
$110B
| $1.04B | 0.34% | 5,721,209 +196,081 | +4% | +$35.7M |
|
66
Vanguard Total Stock Market ETF
VTI
$526B
| $1.02B | 0.33% | 5,665,301 +167,152 | +3% | +$30M |
|
67
Linde
LIN
$224B
| $1.01B | 0.33% | 3,739,073 +15,859 | +0.4% | +$4.28M |
|
68
American Tower
AMT
$95.5B
| $985M | 0.32% | 4,585,632 -2,230 | -0% | -$479K |
|
69
Eli Lilly
LLY
$657B
| $980M | 0.32% | 3,029,718 -168,172 | -5% | -$54.4M |
|
70
Pfizer
PFE
$141B
| $980M | 0.32% | 22,384,017 -515,234 | -2% | -$22.5M |
|
71
US Bancorp
USB
$76B
| $977M | 0.32% | 24,231,853 +1,020,939 | +4% | +$41.2M |
|
72
Nike
NKE
$114B
| $958M | 0.31% | 11,525,434 -194,350 | -2% | -$16.2M |
|
73
iShares Russell 1000 Growth ETF
IWF
$116B
| $956M | 0.31% | 4,542,246 -102,659 | -2% | -$21.6M |
|
74
Exxon Mobil
XOM
$487B
| $951M | 0.31% | 10,896,774 -551,928 | -5% | -$48.2M |
|
75
Air Products & Chemicals
APD
$65.5B
| $951M | 0.31% | 4,085,225 -744 | -0% | -$173K |
|