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 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.98B |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$1.02B |
| 3 |
American Express
AXP
|
+$675M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$299M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$279M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
+$1.76B |
| 2 |
UnitedHealth
UNH
|
+$649M |
| 3 |
Nike
NKE
|
+$525M |
| 4 |
Target
TGT
|
+$412M |
| 5 |
NVIDIA
NVDA
|
+$395M |
Sector Composition
| 1 | Technology | 17.59% |
| 2 | Financials | 8.98% |
| 3 | Industrials | 6.13% |
| 4 | Healthcare | 5.81% |
| 5 | Consumer Discretionary | 5.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
B
951
Barrick Mining Corporation
B
$50.3B
| $35.3M | 0.01% |
1,697,543
+116,183
| +7% | +$2.42M |
|
952
KraneShares CSI China Internet ETF
KWEB
$8.87B
| $35.3M | 0.01% |
1,028,458
-273,240
| -21% | -$9.38M |
|
953
ServisFirst Bancshares
SFBS
$4.6B
| $35.1M | 0.01% |
452,942
+63,968
| +16% | +$4.96M |
|
954
Reddit
RDDT
$48.5B
| $35M | 0.01% |
232,779
+40,773
| +21% | +$6.14M |
|
955
DraftKings
DKNG
$22.7B
| $35M | 0.01% |
816,406
+59,725
| +8% | +$2.56M |
|
|
PDO
956
PIMCO Dynamic Income Opportunities Fund
PDO
$1.79B
| $35M | 0.01% |
2,597,042
-71,393
| -3% | -$962K |
|
957
VanEck BDC Income ETF
BIZD
$1.67B
| $34.9M | 0.01% |
2,143,936
+531,144
| +33% | +$8.65M |
|
958
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
| $34.7M | 0.01% |
637,637
-15,835
| -2% | -$861K |
|
959
Consolidated Edison
ED
$35B
| $34.6M | 0.01% |
344,547
+52,674
| +18% | +$5.29M |
|
960
Fifth Third Bancorp
FITB
$30.1B
| $34.5M | 0.01% |
839,655
-476,049
| -36% | -$19.6M |
|
961
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $34.5M | 0.01% |
671,205
+243,199
| +57% | +$12.5M |
|
962
PG&E
PCG
$33.5B
| $34.5M | 0.01% |
2,472,982
-500,273
| -17% | -$6.97M |
|
963
Las Vegas Sands
LVS
$37.4B
| $34.5M | 0.01% |
791,809
-109,463
| -12% | -$4.76M |
|
964
Franklin Income Focus ETF
INCM
$808M
| $34.4M | 0.01% |
1,271,696
+229,671
| +22% | +$6.21M |
|
965
iShares MSCI USA Value Factor ETF
VLUE
$7.21B
| $34.3M | 0.01% |
303,215
+10,704
| +4% | +$1.21M |
|
966
Cincinnati Financial
CINF
$23.8B
| $34.3M | 0.01% |
230,267
+62,543
| +37% | +$9.31M |
|
967
PIMCO Multi Sector Bond Active ETF
PYLD
$7.39B
| $34.1M | 0.01% |
1,283,537
-26,542
| -2% | -$704K |
|
968
Dycom Industries
DY
$7.51B
| $33.9M | 0.01% |
138,727
+3,949
| +3% | +$965K |
|
969
Lincoln National
LNC
$7.88B
| $33.9M | 0.01% |
978,704
+32,963
| +3% | +$1.14M |
|
970
iShares MSCI ACWI ex US ETF
ACWX
$6.73B
| $33.8M | 0.01% |
555,390
+109,397
| +25% | +$6.67M |
|
971
iShares Mortgage Real Estate ETF
REM
$615M
| $33.7M | 0.01% |
1,577,216
+315,834
| +25% | +$6.75M |
|
972
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.01B
| $33.6M | 0.01% |
664,255
+108,740
| +20% | +$5.5M |
|
973
Haleon
HLN
$44B
| $33.5M | 0.01% |
3,235,160
+6,372
| +0.2% | +$66.1K |
|
974
Texas Pacific Land
TPL
$21.6B
| $33.4M | 0.01% |
31,636
+640
| +2% | +$676K |
|
975
InterDigital
IDCC
$7.7B
| $33.4M | 0.01% |
148,834
+16,317
| +12% | +$3.66M |
|