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
| 1 |
Vanguard Mid-Cap ETF
VO
|
$812M |
| 2 |
Tesla
TSLA
|
$310M |
| 3 |
PPG Industries
PPG
|
$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
$3.22B |
| 2 |
Amazon
AMZN
|
$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.48B |
| 4 |
Apple
AAPL
|
$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
726
Vodafone
VOD
$28.5B
| $53.6M | 0.01% |
3,590,012
-1,222,714
| -25% | -$18.3M |
|
727
Tyson Foods
TSN
$20B
| $53.6M | 0.01% |
614,683
-686,636
| -53% | -$59.8M |
|
728
Vanguard Mega Cap 300 Index ETF
MGC
$7.7B
| $53.6M | 0.01% |
318,626
+265
| +0.1% | +$44.5K |
|
729
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$688M
| $53.5M | 0.01% |
594,704
+9,224
| +2% | +$830K |
|
730
Coca-Cola Europacific Partners
CCEP
$40.4B
| $53.3M | 0.01% |
953,194
+37,914
| +4% | +$2.12M |
|
731
iShares US Treasury Bond ETF
GOVT
$28B
| $53.3M | 0.01% |
1,996,220
-435,787
| -18% | -$11.6M |
|
732
Fidelity National Financial
FNF
$16.5B
| $53.1M | 0.01% |
1,058,983
-866,955
| -45% | -$43.5M |
|
733
LKQ Corp
LKQ
$8.33B
| $52.8M | 0.01% |
879,805
-5,960,950
| -87% | -$358M |
|
734
TransUnion
TRU
$17.5B
| $52.5M | 0.01% |
442,667
+7,594
| +2% | +$900K |
|
|
DRE
735
DELISTED
Duke Realty Corp.
DRE
| $52.3M | 0.01% |
796,617
-74,797
| -9% | -$4.91M |
|
736
John Hancock Multifactor Large Cap ETF
JHML
$1.03B
| $52.2M | 0.01% |
877,809
+95,499
| +12% | +$5.68M |
|
737
Pacer US Small Cap Cash Cows 100 ETF
CALF
$4.16B
| $52.1M | 0.01% |
1,219,135
+221,648
| +22% | +$9.48M |
|
738
Southwest Airlines
LUV
$16.5B
| $51.9M | 0.01% |
1,210,833
-281,487
| -19% | -$12.1M |
|
739
CONMED
CNMD
$1.7B
| $51.9M | 0.01% |
365,810
-24,296
| -6% | -$3.44M |
|
740
Janus Henderson Short Duration Income ETF
VNLA
$2.75B
| $51.8M | 0.01% |
1,044,738
+120,655
| +13% | +$5.98M |
|
741
Arch Capital
ACGL
$34.1B
| $51.3M | 0.01% |
1,154,395
-10,560,161
| -90% | -$469M |
|
742
Moelis & Co
MC
$5.24B
| $51.1M | 0.01% |
817,494
-27,751
| -3% | -$1.73M |
|
743
RELX
RELX
$85.9B
| $50.9M | 0.01% |
1,559,577
+66,953
| +4% | +$2.18M |
|
|
CERN
744
DELISTED
Cerner Corp
CERN
| $50.6M | 0.01% |
545,116
-1,893,647
| -78% | -$176M |
|
745
First Trust Energy AlphaDEX Fund
FXN
$285M
| $50.6M | 0.01% |
4,243,871
+2,459,364
| +138% | +$29.3M |
|
746
Citizens Financial Group
CFG
$22.3B
| $50.6M | 0.01% |
1,070,064
-633,271
| -37% | -$29.9M |
|
747
Invitation Homes
INVH
$18.5B
| $50.5M | 0.01% |
1,114,500
-5,571,254
| -83% | -$253M |
|
|
SPLK
748
DELISTED
Splunk Inc
SPLK
| $50.4M | 0.01% |
435,241
-105,276
| -19% | -$12.2M |
|
749
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.53B
| $50.3M | 0.01% |
691,417
+633,953
| +1,103% | +$46.2M |
|
750
Advance Auto Parts
AAP
$3.63B
| $50.3M | 0.01% |
209,504
-90,520
| -30% | -$21.7M |
|