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
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
876
Rogers Corp
ROG
$1.47B
| $53.2M | 0.02% |
389,124
+8,363
| +2% | +$1.14M |
|
877
Regeneron Pharmaceuticals
REGN
$60.1B
| $53.2M | 0.02% |
191,630
-6,354
| -3% | -$1.76M |
|
878
ResMed
RMD
$40.2B
| $52.9M | 0.02% |
391,880
-56,384
| -13% | -$7.62M |
|
879
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $52.8M | 0.02% |
1,077,580
+41,891
| +4% | +$2.05M |
|
880
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.87B
| $52.8M | 0.01% |
908,302
+130,713
| +17% | +$7.59M |
|
|
ARI
881
Apollo Commercial Real Estate
ARI
$1.54B
| $52.7M | 0.01% |
2,750,046
+68,789
| +3% | +$1.32M |
|
882
Jack in the Box
JACK
$343M
| $52.5M | 0.01% |
575,672
+121,128
| +27% | +$11M |
|
883
Ally Financial
ALLY
$12.8B
| $52.4M | 0.01% |
1,581,253
+546,671
| +53% | +$18.1M |
|
|
IBKC
884
DELISTED
IBERIABANK Corp
IBKC
| $52.3M | 0.01% |
692,420
-23,191
| -3% | -$1.75M |
|
885
iShares Russell 3000 ETF
IWV
$16.9B
| $52.3M | 0.01% |
300,876
-790
| -0.3% | -$137K |
|
886
Sonoco
SON
$4.6B
| $52.3M | 0.01% |
897,893
+126,007
| +16% | +$7.33M |
|
887
Lear
LEA
$5.8B
| $52.2M | 0.01% |
442,994
-46,250
| -9% | -$5.45M |
|
888
Treehouse Foods
THS
$898M
| $52.2M | 0.01% |
941,140
+100,196
| +12% | +$5.56M |
|
889
Steven Madden
SHOO
$2.3B
| $51.9M | 0.01% |
1,450,192
+54,298
| +4% | +$1.94M |
|
|
SRCL
890
DELISTED
Stericycle Inc
SRCL
| $51.8M | 0.01% |
1,017,737
+237,626
| +30% | +$12.1M |
|
891
Boston Properties
BXP
$12.1B
| $51.6M | 0.01% |
398,197
+1,750
| +0.4% | +$227K |
|
892
Artisan Partners
APAM
$3.34B
| $51.5M | 0.01% |
1,824,688
-466,710
| -20% | -$13.2M |
|
893
Q2 Holdings
QTWO
$5.19B
| $51.4M | 0.01% |
652,311
-42,225
| -6% | -$3.33M |
|
894
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.3B
| $51.2M | 0.01% |
1,810,236
+410,640
| +29% | +$11.6M |
|
895
Halliburton
HAL
$19.3B
| $51.2M | 0.01% |
2,714,167
-1,255,212
| -32% | -$23.7M |
|
896
Freeport-McMoran
FCX
$66.1B
| $51M | 0.01% |
5,329,614
+133,347
| +3% | +$1.28M |
|
897
Spectrum Brands
SPB
$1.32B
| $50.9M | 0.01% |
965,267
-651,117
| -40% | -$34.3M |
|
898
Vanguard FTSE Pacific ETF
VPL
$8.01B
| $50.7M | 0.01% |
768,001
-246,594
| -24% | -$16.3M |
|
899
Associated Banc-Corp
ASB
$4.35B
| $50.6M | 0.01% |
2,500,248
+11,139
| +0.4% | +$226K |
|
900
Extra Space Storage
EXR
$31.4B
| $50.6M | 0.01% |
433,047
+18,944
| +5% | +$2.21M |
|