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 | |
|---|---|---|---|---|---|---|
951
Enerpac Tool Group
EPAC
$2.34B
| $27.1M | 0.01% |
+821,836
| New | +$27.1M |
|
952
Trinity Industries
TRN
$2.32B
| $27M | 0.01% |
+1,951,256
| New | +$27M |
|
|
PHIIK
953
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
| $26.9M | 0.01% |
+783,769
| New | +$26.9M |
|
954
AptarGroup
ATR
$9.03B
| $26.9M | 0.01% |
+486,487
| New | +$26.9M |
|
|
CLC
955
DELISTED
Clarcor
CLC
| $26.8M | 0.01% |
+513,386
| New | +$26.8M |
|
|
RKT
956
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $26.8M | 0.01% |
+536,104
| New | +$26.8M |
|
|
ACC
957
DELISTED
American Campus Communities, Inc.
ACC
| $26.7M | 0.01% |
+657,328
| New | +$26.7M |
|
|
ANDV
958
DELISTED
Andeavor
ANDV
| $26.6M | 0.01% |
+509,203
| New | +$26.6M |
|
959
SPDR S&P Homebuilders ETF
XHB
$1.96B
| $26.6M | 0.01% |
+904,509
| New | +$26.6M |
|
960
Jefferies Financial Group
JEF
$13.8B
| $26.6M | 0.01% |
+1,132,998
| New | +$26.6M |
|
961
United Natural Foods
UNFI
$1.79B
| $26.6M | 0.01% |
+492,414
| New | +$26.6M |
|
|
PIKE
962
DELISTED
PIKE CORPORATION COM STK (NC)
PIKE
| $26.6M | 0.01% |
+2,160,879
| New | +$26.6M |
|
963
Roper Technologies
ROP
$55.6B
| $26.6M | 0.01% |
+213,846
| New | +$26.6M |
|
964
Calamos Strategic Total Return Fund
CSQ
$3.06B
| $26.6M | 0.01% |
+2,619,271
| New | +$26.6M |
|
965
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $26.5M | 0.01% |
+866,348
| New | +$26.5M |
|
966
Consolidated Edison
ED
$35.2B
| $26.5M | 0.01% |
+454,083
| New | +$26.5M |
|
967
Pitney Bowes
PBI
$1.97B
| $26.3M | 0.01% |
+1,794,781
| New | +$26.3M |
|
|
SQI
968
DELISTED
SCIQUEST, INC. COMMON STOCK
SQI
| $26.3M | 0.01% |
+1,050,326
| New | +$26.3M |
|
969
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
| $26.3M | 0.01% |
+807,169
| New | +$26.3M |
|
970
Adobe
ADBE
$149B
| $26.1M | 0.01% |
+572,540
| New | +$26.1M |
|
971
Invesco S&P 500 Pure Growth ETF
RPG
$1.77B
| $25.9M | 0.01% |
+2,235,405
| New | +$25.9M |
|
|
GAP
972
The Gap, Inc.
GAP
$9B
| $25.8M | 0.01% |
+618,648
| New | +$25.8M |
|
973
D.R. Horton
DHI
$54B
| $25.8M | 0.01% |
+1,213,133
| New | +$25.8M |
|
974
Toyota
TM
$257B
| $25.8M | 0.01% |
+213,781
| New | +$25.8M |
|
|
VAL
975
DELISTED
Valspar
VAL
| $25.7M | 0.01% |
+397,535
| New | +$25.7M |
|