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 | |
|---|---|---|---|---|---|---|
876
Dentsply Sirona
XRAY
$2.77B
| $31.3M | 0.02% |
+763,403
| New | +$31.3M |
|
877
iShares Select U.S. REIT ETF
ICF
$1.93B
| $31.2M | 0.02% |
+772,946
| New | +$31.2M |
|
878
Healthcare Services Group
HCSG
$1.18B
| $31.1M | 0.02% |
+1,269,385
| New | +$31.1M |
|
|
ENV
879
DELISTED
ENVESTNET, INC.
ENV
| $31.1M | 0.02% |
+1,265,026
| New | +$31.1M |
|
|
FINL
880
DELISTED
Finish Line
FINL
| $31.1M | 0.02% |
+1,421,337
| New | +$31.1M |
|
881
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$435M
| $31M | 0.02% |
+1,468,289
| New | +$31M |
|
882
Asbury Automotive
ABG
$4.92B
| $30.9M | 0.02% |
+769,625
| New | +$30.9M |
|
883
Prudential
PUK
$35.7B
| $30.8M | 0.02% |
+970,728
| New | +$30.8M |
|
|
VAR
884
DELISTED
Varian Medical Systems, Inc.
VAR
| $30.8M | 0.02% |
+519,902
| New | +$30.8M |
|
|
GHL
885
DELISTED
Greenhill & Co., Inc.
GHL
| $30.7M | 0.02% |
+670,822
| New | +$30.7M |
|
886
Revvity
RVTY
$9.85B
| $30.7M | 0.02% |
+943,945
| New | +$30.7M |
|
887
Vanguard Mid-Cap Value ETF
VOE
$18.9B
| $30.6M | 0.02% |
+446,227
| New | +$30.6M |
|
888
Ameren
AEE
$27B
| $30.6M | 0.02% |
+888,488
| New | +$30.6M |
|
|
DISH
889
DELISTED
DISH Network Corp.
DISH
| $30.5M | 0.02% |
+716,798
| New | +$30.5M |
|
890
Acadia Healthcare
ACHC
$2.05B
| $30.4M | 0.02% |
+919,954
| New | +$30.4M |
|
|
JNPR
891
DELISTED
Juniper Networks
JNPR
| $30.4M | 0.02% |
+1,574,393
| New | +$30.4M |
|
892
WD-40
WDFC
$2.87B
| $30.4M | 0.02% |
+557,526
| New | +$30.4M |
|
893
Franklin Electric
FELE
$4.27B
| $30.3M | 0.02% |
+901,373
| New | +$30.3M |
|
894
Invesco Large Cap Value ETF
PWV
$1.41B
| $30.3M | 0.02% |
+1,196,118
| New | +$30.3M |
|
895
Reinsurance Group of America
RGA
$12.7B
| $30.2M | 0.02% |
+437,501
| New | +$30.2M |
|
896
Lam Research
LRCX
$146B
| $30.2M | 0.02% |
+6,811,010
| New | +$30.2M |
|
897
Jones Lang LaSalle
JLL
$14.8B
| $30.1M | 0.02% |
+330,610
| New | +$30.1M |
|
898
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3B
| $30.1M | 0.02% |
+548,779
| New | +$30.1M |
|
899
The GEO Group
GEO
$3.23B
| $30M | 0.02% |
+1,325,205
| New | +$30M |
|
|
CEO
900
DELISTED
CNOOC Limited
CEO
| $30M | 0.02% |
+178,998
| New | +$30M |
|