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 | |
|---|---|---|---|---|---|---|
751
ARK Genomic Revolution ETF
ARKG
$1.08B
| $35.8M | 0.01% |
1,087,953
+91,712
| +9% | +$3.01M |
|
752
Consolidated Edison
ED
$35.4B
| $35.6M | 0.01% |
414,830
-28,655
| -6% | -$2.46M |
|
753
Amcor
AMCR
$19.1B
| $35.5M | 0.01% |
3,311,675
+455,620
| +16% | +$4.89M |
|
754
Global X US Infrastructure Development ETF
PAVE
$9.4B
| $35.5M | 0.01% |
1,538,931
-173,662
| -10% | -$4M |
|
|
MRO
755
DELISTED
Marathon Oil Corporation
MRO
| $35.4M | 0.01% |
1,566,159
-838,681
| -35% | -$18.9M |
|
|
VMW
756
DELISTED
VMware, Inc
VMW
| $35.3M | 0.01% |
331,452
-2,815
| -0.8% | -$300K |
|
757
Cambria Tail Risk ETF
TAIL
$93.3M
| $35.3M | 0.01% |
2,092,741
+97,409
| +5% | +$1.64M |
|
758
Molina Healthcare
MOH
$9.47B
| $35.2M | 0.01% |
106,820
-68,360
| -39% | -$22.5M |
|
759
Shopify
SHOP
$191B
| $34.8M | 0.01% |
1,292,663
+185,301
| +17% | +$4.99M |
|
760
Twilio
TWLO
$16.7B
| $34.8M | 0.01% |
502,700
+12,005
| +2% | +$830K |
|
761
Hewlett Packard
HPE
$31B
| $34.6M | 0.01% |
2,889,928
-952,543
| -25% | -$11.4M |
|
762
Agnico Eagle Mines
AEM
$76.3B
| $34.6M | 0.01% |
818,859
+57,547
| +8% | +$2.43M |
|
763
Tyler Technologies
TYL
$24.2B
| $34.1M | 0.01% |
98,266
+8,409
| +9% | +$2.92M |
|
764
Moelis & Co
MC
$5.24B
| $34.1M | 0.01% |
1,009,511
+121,316
| +14% | +$4.1M |
|
765
Pacer Trendpilot 100 ETF
PTNQ
$1.25B
| $34.1M | 0.01% |
692,757
+17,733
| +3% | +$873K |
|
766
Liberty Media Series C
FWONK
$25.2B
| $33.8M | 0.01% |
598,127
+49,213
| +9% | +$2.78M |
|
767
RELX
RELX
$85.9B
| $33.8M | 0.01% |
1,389,850
-2,888
| -0.2% | -$70.2K |
|
768
Trimble
TRMB
$19.2B
| $33.7M | 0.01% |
620,868
-28,082
| -4% | -$1.52M |
|
769
AES
AES
$9.21B
| $33.7M | 0.01% |
1,489,910
-313,411
| -17% | -$7.08M |
|
770
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
| $33.6M | 0.01% |
2,406,480
+694,148
| +41% | +$9.69M |
|
771
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$7.95B
| $33.5M | 0.01% |
1,001,756
+106,195
| +12% | +$3.56M |
|
772
Aptiv
APTV
$17.5B
| $33.3M | 0.01% |
425,712
+38,497
| +10% | +$3.01M |
|
773
Watts Water Technologies
WTS
$9.35B
| $33.3M | 0.01% |
264,773
-15,499
| -6% | -$1.95M |
|
|
DCP
774
DELISTED
DCP Midstream, LP
DCP
| $33.3M | 0.01% |
885,174
-208,558
| -19% | -$7.84M |
|
775
CDW
CDW
$22.2B
| $33.2M | 0.01% |
212,536
-31,358
| -13% | -$4.89M |
|