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 Russell 2000 ETF
IWM
|
+$1.01B |
| 2 |
Invesco QQQ Trust
QQQ
|
+$493M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$426M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$347M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$337M |
Sector Composition
| 1 | Technology | 16.23% |
| 2 | Healthcare | 9.07% |
| 3 | Financials | 8.7% |
| 4 | Consumer Discretionary | 7.79% |
| 5 | Industrials | 7.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
826
Pinduoduo
PDD
$177B
| $72M | 0.02% |
794,026
-139,533
| -15% | -$12.7M |
|
827
Pinterest
PINS
$24B
| $72M | 0.02% |
1,412,210
-2,687,517
| -66% | -$137M |
|
828
Azenta
AZTA
$1.34B
| $71.3M | 0.02% |
696,587
-652,229
| -48% | -$66.8M |
|
829
Wells Fargo
WFC
$257B
| $71.2M | 0.02% |
1,533,168
-13,020
| -0.8% | -$604K |
|
830
SouthState Bank Corporation
SSB
$10.3B
| $71M | 0.02% |
951,198
+7,021
| +0.7% | +$524K |
|
831
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.17B
| $71M | 0.02% |
726,489
+27,915
| +4% | +$2.73M |
|
832
XPO
XPO
$15.3B
| $70.9M | 0.02% |
1,498,611
-970,397
| -39% | -$45.9M |
|
833
Omnicell
OMCL
$1.46B
| $70.9M | 0.02% |
477,364
-25,235
| -5% | -$3.75M |
|
834
Oneok
OKE
$46.2B
| $70.1M | 0.02% |
1,209,673
+34,090
| +3% | +$1.98M |
|
835
UBS Group
UBS
$127B
| $70.1M | 0.02% |
4,399,547
+280,058
| +7% | +$4.46M |
|
836
Olo Inc
OLO
$1.74B
| $70.1M | 0.02% |
2,334,531
+2,130,757
| +1,046% | +$64M |
|
837
Sensata Technologies
ST
$4.59B
| $69.9M | 0.02% |
1,277,424
+144,575
| +13% | +$7.91M |
|
838
Snap-on
SNA
$16.9B
| $69.9M | 0.02% |
334,411
+24,398
| +8% | +$5.1M |
|
839
Quanex
NX
$697M
| $69.9M | 0.02% |
3,262,914
+72,539
| +2% | +$1.55M |
|
840
iShares MSCI Switzerland ETF
EWL
$1.33B
| $69.8M | 0.02% |
1,499,056
+41,471
| +3% | +$1.93M |
|
841
Hancock Whitney
HWC
$5.35B
| $69.5M | 0.02% |
1,475,328
-60,224
| -4% | -$2.84M |
|
842
Corpay
CPAY
$21.5B
| $69.4M | 0.02% |
265,770
+11,972
| +5% | +$3.13M |
|
843
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.69B
| $69.3M | 0.02% |
1,228,011
-102,113
| -8% | -$5.77M |
|
844
Vanguard International High Dividend Yield ETF
VYMI
$11.9B
| $69.1M | 0.02% |
1,045,732
+82,398
| +9% | +$5.44M |
|
|
XLNX
845
DELISTED
Xilinx Inc
XLNX
| $68.9M | 0.02% |
456,488
-92,098
| -17% | -$13.9M |
|
|
SWN
846
DELISTED
Southwestern Energy Company
SWN
| $68.9M | 0.02% |
12,439,319
+2,942,741
| +31% | +$16.3M |
|
847
Gen Digital
GEN
$18B
| $68.8M | 0.02% |
2,720,990
-1,267,674
| -32% | -$32.1M |
|
848
Mid-America Apartment Communities
MAA
$16.6B
| $68.8M | 0.02% |
368,535
+6,517
| +2% | +$1.22M |
|
849
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.65B
| $68.7M | 0.02% |
1,096,784
+15,738
| +1% | +$986K |
|
850
Lennox International
LII
$19.6B
| $68.4M | 0.02% |
232,546
+72,567
| +45% | +$21.3M |
|