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 | |
|---|---|---|---|---|---|---|
851
O-I Glass
OI
$1.95B
| $32.8M | 0.02% |
+1,181,136
| New | +$32.8M |
|
852
CMS Energy
CMS
$21.3B
| $32.8M | 0.02% |
+1,207,380
| New | +$32.8M |
|
853
iShares Short Treasury Bond ETF
SHV
$20.7B
| $32.8M | 0.02% |
+297,179
| New | +$32.8M |
|
854
Vanguard Communication Services ETF
VOX
$5.82B
| $32.7M | 0.02% |
+414,870
| New | +$32.7M |
|
|
HIBB
855
DELISTED
Hibbett, Inc. Common Stock
HIBB
| $32.7M | 0.02% |
+589,050
| New | +$32.7M |
|
856
Ionis Pharmaceuticals
IONS
$10.2B
| $32.7M | 0.02% |
+1,217,045
| New | +$32.7M |
|
857
WEX
WEX
$5.81B
| $32.7M | 0.02% |
+425,891
| New | +$32.7M |
|
858
Mercury Insurance
MCY
$4.31B
| $32.6M | 0.02% |
+742,159
| New | +$32.6M |
|
859
Coty
COTY
$3.51B
| $32.6M | 0.02% |
+1,897,484
| New | +$32.6M |
|
860
American Water Works
AWK
$27B
| $32.6M | 0.02% |
+790,368
| New | +$32.6M |
|
861
Invesco S&P 500 Pure Value ETF
RPV
$1.34B
| $32.6M | 0.02% |
+800,918
| New | +$32.6M |
|
|
SNI
862
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $32.4M | 0.02% |
+484,885
| New | +$32.4M |
|
|
PLL
863
DELISTED
PALL CORP
PLL
| $32.2M | 0.02% |
+485,182
| New | +$32.2M |
|
864
BlackRock Enhanced International Dividend Trust
BGY
$526M
| $32.2M | 0.02% |
+4,371,630
| New | +$32.2M |
|
|
WIA
865
Western Asset Inflation-Linked Income Fund
WIA
$196M
| $32M | 0.02% |
+2,671,888
| New | +$32M |
|
866
Boston Scientific
BSX
$156B
| $31.8M | 0.02% |
+3,428,618
| New | +$31.8M |
|
867
Hancock Whitney
HWC
$5.35B
| $31.7M | 0.02% |
+1,052,800
| New | +$31.7M |
|
|
GTI
868
DELISTED
GRAFTECH INTERNATIONAL LTD
GTI
| $31.6M | 0.02% |
+4,347,593
| New | +$31.6M |
|
869
Movado Group
MOV
$426M
| $31.6M | 0.02% |
+933,887
| New | +$31.6M |
|
|
KEG
870
DELISTED
KEY ENERGY SERVICES INC
KEG
| $31.5M | 0.02% |
+5,298,026
| New | +$31.5M |
|
871
Oneok
OKE
$46.2B
| $31.5M | 0.02% |
+870,135
| New | +$31.5M |
|
872
iShares US Home Construction ETF
ITB
$3.24B
| $31.5M | 0.02% |
+1,405,590
| New | +$31.5M |
|
873
Zillow
ZG
$20B
| $31.4M | 0.02% |
+1,672,677
| New | +$31.4M |
|
|
SPN
874
DELISTED
Superior Energy Services, Inc.
SPN
| $31.4M | 0.02% |
+1,209,926
| New | +$31.4M |
|
875
Enviri
NVRI
$959M
| $31.4M | 0.02% |
+1,352,916
| New | +$31.4M |
|