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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
851
Kadant
KAI
$3.82B
| $63M | 0.02% |
446,667
-41,939
| -9% | -$5.91M |
|
852
Snowflake
SNOW
$76.5B
| $62.9M | 0.02% |
223,516
-90,926
| -29% | -$25.6M |
|
853
BlackRock Credit Allocation Income Trust
BTZ
$1.04B
| $62.8M | 0.02% |
4,270,779
-7,019
| -0.2% | -$103K |
|
854
8x8 Inc
EGHT
$293M
| $62.5M | 0.02% |
1,814,356
+251,610
| +16% | +$8.67M |
|
855
Alliant Energy
LNT
$16.6B
| $62.5M | 0.02% |
1,213,608
+116,386
| +11% | +$6M |
|
856
Restaurant Brands International
QSR
$20.8B
| $62.5M | 0.02% |
1,023,297
-32,469
| -3% | -$1.98M |
|
857
iShares Morningstar Mid-Cap Growth ETF
IMCG
$2.95B
| $62.5M | 0.02% |
979,836
+56,178
| +6% | +$3.58M |
|
858
Whirlpool
WHR
$5.26B
| $62.3M | 0.02% |
345,311
+208,156
| +152% | +$37.6M |
|
859
Bloom Energy
BE
$15.8B
| $62.3M | 0.02% |
2,173,925
+898,923
| +71% | +$25.8M |
|
860
Mettler-Toledo International
MTD
$26.4B
| $62.2M | 0.02% |
54,554
-10,992
| -17% | -$12.5M |
|
861
Plug Power
PLUG
$1.73B
| $62.1M | 0.01% |
1,831,803
+394,245
| +27% | +$13.4M |
|
862
Houlihan Lokey
HLI
$14.5B
| $62M | 0.01% |
921,864
+58,680
| +7% | +$3.95M |
|
863
Quanex
NX
$690M
| $62M | 0.01% |
2,795,261
+86,940
| +3% | +$1.93M |
|
864
Raymond James Financial
RJF
$34B
| $61.9M | 0.01% |
970,020
+1,057
| +0.1% | +$67.4K |
|
865
Spire
SR
$4.51B
| $61.8M | 0.01% |
964,682
-18,963
| -2% | -$1.21M |
|
866
iShares International Select Dividend ETF
IDV
$5.88B
| $61.8M | 0.01% |
2,095,951
-8,439
| -0.4% | -$249K |
|
867
Prestige Consumer Healthcare
PBH
$3.22B
| $61.8M | 0.01% |
1,771,160
-177,675
| -9% | -$6.2M |
|
868
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.12B
| $61.6M | 0.01% |
1,615,136
+183,520
| +13% | +$7M |
|
869
Sensata Technologies
ST
$4.67B
| $61.5M | 0.01% |
1,166,397
-62,187
| -5% | -$3.28M |
|
870
Vanguard International High Dividend Yield ETF
VYMI
$12B
| $61.5M | 0.01% |
1,011,906
-8,067
| -0.8% | -$490K |
|
871
TransUnion
TRU
$18.1B
| $61.5M | 0.01% |
619,670
-397,943
| -39% | -$39.5M |
|
|
EVOP
872
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $61.5M | 0.01% |
2,275,476
+274,707
| +14% | +$7.42M |
|
873
iShares Core MSCI Total International Stock ETF
IXUS
$49.2B
| $61.4M | 0.01% |
913,905
+4,649
| +0.5% | +$312K |
|
874
Cardinal Health
CAH
$36.4B
| $61.3M | 0.01% |
1,144,385
+165,097
| +17% | +$8.84M |
|
|
AZEK
875
DELISTED
The AZEK Co
AZEK
| $61.1M | 0.01% |
1,588,543
+187,491
| +13% | +$7.21M |
|