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
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$769M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$555M |
| 4 |
Apple
AAPL
|
+$475M |
| 5 |
Amazon
AMZN
|
+$390M |
Sector Composition
| 1 | Technology | 11.55% |
| 2 | Financials | 9.3% |
| 3 | Healthcare | 8.88% |
| 4 | Industrials | 8.74% |
| 5 | Consumer Discretionary | 7.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
776
Ingersoll Rand
IR
$31.7B
| $63.9M | 0.02% |
2,173,099
+869,139
| +67% | +$25.5M |
|
777
iShares MSCI ACWI ex US ETF
ACWX
$6.72B
| $63.8M | 0.02% |
1,349,315
-69,651
| -5% | -$3.29M |
|
778
United Airlines
UAL
$34.2B
| $63.7M | 0.02% |
914,123
-15,054
| -2% | -$1.05M |
|
779
Teledyne Technologies
TDY
$25.5B
| $63.6M | 0.02% |
319,554
+7,848
| +3% | +$1.56M |
|
780
iShares Core S&P US Growth ETF
IUSG
$24.9B
| $63.6M | 0.02% |
1,111,240
+17,479
| +2% | +$1,000K |
|
781
Ferrari
RACE
$85.4B
| $63.5M | 0.02% |
470,212
-16,627
| -3% | -$2.24M |
|
782
iShares Short Treasury Bond ETF
SHV
$20.7B
| $63.5M | 0.02% |
574,565
+3,247
| +0.6% | +$359K |
|
783
Pinnacle Financial Partners
PNFP
$7.57B
| $63.2M | 0.02% |
1,030,325
+6,614
| +0.6% | +$406K |
|
784
Zurn Elkay Water Solutions
ZWS
$7.69B
| $63.1M | 0.02% |
4,509,630
+241,156
| +6% | +$3.38M |
|
785
BlackRock Core Bond Trust
BHK
$713M
| $63.1M | 0.02% |
4,944,656
+435,945
| +10% | +$5.56M |
|
786
Jabil
JBL
$22.5B
| $63.1M | 0.02% |
2,280,837
+422,627
| +23% | +$11.7M |
|
787
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$14.9B
| $63M | 0.02% |
1,176,866
+24,742
| +2% | +$1.33M |
|
|
NUAN
788
DELISTED
Nuance Communications, Inc.
NUAN
| $62.7M | 0.02% |
5,212,595
+2,425,244
| +87% | +$29.2M |
|
|
CY
789
DELISTED
Cypress Semiconductor
CY
| $62.6M | 0.02% |
4,016,637
+51,143
| +1% | +$797K |
|
790
Canadian Imperial Bank of Commerce
CM
$72.6B
| $62.5M | 0.02% |
1,438,614
-94,632
| -6% | -$4.11M |
|
791
Gentex
GNTX
$6.19B
| $62.4M | 0.02% |
2,712,561
+804,911
| +42% | +$18.5M |
|
792
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.15B
| $62.4M | 0.02% |
1,455,533
-380,330
| -21% | -$16.3M |
|
|
NBL
793
DELISTED
Noble Energy, Inc.
NBL
| $62.4M | 0.02% |
1,767,658
-67,027
| -4% | -$2.36M |
|
794
Digital Realty Trust
DLR
$55.9B
| $62M | 0.02% |
556,086
-66,560
| -11% | -$7.43M |
|
795
Invesco
IVZ
$9.91B
| $62M | 0.02% |
2,335,486
+506,671
| +28% | +$13.5M |
|
796
Ambev
ABEV
$34.6B
| $61.9M | 0.02% |
13,373,681
-2,200,669
| -14% | -$10.2M |
|
797
Banco Bradesco
BBD
$33.1B
| $61.8M | 0.02% |
14,377,110
-135,640
| -0.9% | -$583K |
|
798
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.36B
| $61.7M | 0.02% |
4,744,614
+70,162
| +2% | +$913K |
|
|
CERN
799
DELISTED
Cerner Corp
CERN
| $61.7M | 0.02% |
1,032,072
+177,887
| +21% | +$10.6M |
|
800
Equity Residential
EQR
$25.4B
| $61.7M | 0.02% |
967,979
-63,599
| -6% | -$4.05M |
|