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 | |
|---|---|---|---|---|---|---|
726
iShares Morningstar Growth ETF
ILCG
$2.93B
| $37.9M | 0.01% |
785,257
+27,546
| +4% | +$1.33M |
|
727
Vanguard S&P 500 Growth ETF
VOOG
$19.3B
| $37.8M | 0.01% |
181,324
+8,071
| +5% | +$1.68M |
|
728
AGCO
AGCO
$8.28B
| $37.8M | 0.01% |
393,029
-17,578
| -4% | -$1.69M |
|
729
Simpson Manufacturing
SSD
$8.15B
| $37.8M | 0.01% |
481,534
-16,560
| -3% | -$1.3M |
|
730
Citizens Financial Group
CFG
$22.3B
| $37.6M | 0.01% |
1,093,304
+81,221
| +8% | +$2.79M |
|
|
MMP
731
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $37.5M | 0.01% |
789,115
+130,764
| +20% | +$6.21M |
|
732
Generac Holdings
GNRC
$10.6B
| $37.3M | 0.01% |
209,227
+40,972
| +24% | +$7.3M |
|
733
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$455M
| $37.3M | 0.01% |
654,060
-17,038
| -3% | -$971K |
|
734
Nasdaq
NDAQ
$53.6B
| $37.2M | 0.01% |
656,646
-21,624
| -3% | -$1.23M |
|
735
Liberty Broadband Class C
LBRDK
$8.61B
| $37.1M | 0.01% |
503,063
-60,438
| -11% | -$4.46M |
|
736
Republic Services
RSG
$71.7B
| $37.1M | 0.01% |
272,431
-63,323
| -19% | -$8.61M |
|
737
STAG Industrial
STAG
$6.9B
| $36.9M | 0.01% |
1,296,391
+1,716
| +0.1% | +$48.8K |
|
738
BancFirst
BANF
$4.47B
| $36.6M | 0.01% |
409,344
+182
| +0% | +$16.3K |
|
739
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
| $36.6M | 0.01% |
916,666
+154,828
| +20% | +$6.18M |
|
740
Invesco Senior Loan ETF
BKLN
$6.98B
| $36.6M | 0.01% |
1,812,655
+44,431
| +3% | +$897K |
|
741
Etsy
ETSY
$5.36B
| $36.6M | 0.01% |
365,186
-23,358
| -6% | -$2.34M |
|
742
Alexandria Real Estate Equities
ARE
$14.5B
| $36.2M | 0.01% |
258,403
+15,035
| +6% | +$2.11M |
|
743
Fair Isaac
FICO
$36.8B
| $36.2M | 0.01% |
87,855
-1,267
| -1% | -$522K |
|
744
Nutrien
NTR
$27.4B
| $36.2M | 0.01% |
433,903
-13,798
| -3% | -$1.15M |
|
745
Vanguard International Dividend Appreciation ETF
VIGI
$8.47B
| $36.1M | 0.01% |
582,030
-75,828
| -12% | -$4.7M |
|
746
Cardinal Health
CAH
$35.7B
| $36M | 0.01% |
540,588
-14,891
| -3% | -$993K |
|
747
Fortune Brands Innovations
FBIN
$7.3B
| $36M | 0.01% |
784,483
-41,784
| -5% | -$1.92M |
|
748
GXO Logistics
GXO
$6.02B
| $36M | 0.01% |
1,026,643
+3,357
| +0.3% | +$118K |
|
749
iShares US Aerospace & Defense ETF
ITA
$9.3B
| $35.9M | 0.01% |
394,109
+29,677
| +8% | +$2.71M |
|
750
Toro Company
TTC
$7.99B
| $35.9M | 0.01% |
415,008
-17,805
| -4% | -$1.54M |
|