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 FTSE Emerging Markets ETF
VWO
|
+$2.61B |
| 2 |
Apple
AAPL
|
+$2.46B |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$1.99B |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.98B |
| 5 |
Exxon Mobil
XOM
|
+$1.86B |
Top Sells
Sector Composition
| 1 | Technology | 9.94% |
| 2 | Industrials | 9.81% |
| 3 | Financials | 9.65% |
| 4 | Healthcare | 8.78% |
| 5 | Consumer Discretionary | 8.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Huntington Bancshares
HBAN
$25.8B
| $37.3M | 0.02% |
+4,742,598
| New | +$37.3M |
|
777
Vanguard FTSE All-World ex-US ETF
VEU
$49.3B
| $37.3M | 0.02% |
+842,819
| New | +$37.3M |
|
|
IBKC
778
DELISTED
IBERIABANK Corp
IBKC
| $37.2M | 0.02% |
+694,701
| New | +$37.2M |
|
779
Bath & Body Works
BBWI
$5.81B
| $37.2M | 0.02% |
+935,225
| New | +$37.2M |
|
780
Middleby
MIDD
$6.99B
| $37.2M | 0.02% |
+655,956
| New | +$37.2M |
|
781
Interpublic Group of Companies
IPG
$9.51B
| $37.2M | 0.02% |
+2,554,938
| New | +$37.2M |
|
782
Magna International
MGA
$12.9B
| $37.2M | 0.02% |
+1,043,894
| New | +$37.2M |
|
783
Bausch Health
BHC
$2.64B
| $37.2M | 0.02% |
+431,641
| New | +$37.2M |
|
784
Vanguard Long-Term Corporate Bond ETF
VCLT
$6.91B
| $37.1M | 0.02% |
+447,445
| New | +$37.1M |
|
785
DXP Enterprises
DXPE
$1.79B
| $36.9M | 0.02% |
+554,590
| New | +$36.9M |
|
786
Prestige Consumer Healthcare
PBH
$3.2B
| $36.8M | 0.02% |
+1,263,773
| New | +$36.8M |
|
|
NBL
787
DELISTED
Noble Energy, Inc.
NBL
| $36.7M | 0.02% |
+611,302
| New | +$36.7M |
|
788
Pentair
PNR
$17.9B
| $36.5M | 0.02% |
+943,231
| New | +$36.5M |
|
|
MLU
789
DELISTED
METLIFE, INC. COM EQUITY UNIT
MLU
| $36.5M | 0.02% |
+1,048,125
| New | +$36.5M |
|
|
TVTY
790
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| $36.4M | 0.02% |
+2,096,806
| New | +$36.4M |
|
|
HW
791
DELISTED
Headwaters Inc
HW
| $36.4M | 0.02% |
+4,116,587
| New | +$36.4M |
|
792
First Horizon
FHN
$11.5B
| $36.3M | 0.02% |
+3,245,353
| New | +$36.3M |
|
793
RenaissanceRe
RNR
$11.2B
| $36.3M | 0.02% |
+418,537
| New | +$36.3M |
|
794
Owens & Minor
OMI
$423M
| $36.3M | 0.02% |
+1,073,247
| New | +$36.3M |
|
|
GM.PRB
795
DELISTED
GENERAL MTRS CO JR PFD CONV SER B (DE)
GM.PRB
| $36.3M | 0.02% |
+753,750
| New | +$36.3M |
|
796
iShares US Technology ETF
IYW
$23.8B
| $36.2M | 0.02% |
+1,968,680
| New | +$36.2M |
|
797
Grand Canyon Education
LOPE
$5.69B
| $36.2M | 0.02% |
+1,123,886
| New | +$36.2M |
|
798
Abercrombie & Fitch
ANF
$4.54B
| $36.2M | 0.02% |
+800,094
| New | +$36.2M |
|
799
NiSource
NI
$19.2B
| $36.2M | 0.02% |
+3,216,643
| New | +$36.2M |
|
|
WLT
800
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
| $36.2M | 0.02% |
+3,476,013
| New | +$36.2M |
|