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 | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Broadcom
AVGO
$1.4T
| $946M | 0.31% | 2,130,468 -56,771 | -3% | -$25.2M |
|
77
Health Care Select Sector SPDR Fund
XLV
$33.9B
| $939M | 0.31% | 7,751,621 +299,021 | +4% | +$36.2M |
|
78
Aflac
AFL
$57.2B
| $919M | 0.3% | 16,354,494 +53,526 | +0.3% | +$3.01M |
|
79
iShares S&P 500 Growth ETF
IVW
$63.1B
| $902M | 0.29% | 15,592,144 -232,900 | -1% | -$13.5M |
|
80
Verizon
VZ
$186B
| $881M | 0.29% | 23,206,848 -4,823,187 | -17% | -$183M |
|
81
Starbucks
SBUX
$100B
| $876M | 0.29% | 10,394,991 +5,530 | +0.1% | +$466K |
|
82
Norfolk Southern
NSC
$62.8B
| $860M | 0.28% | 4,102,997 +52,147 | +1% | +$10.9M |
|
83
Thermo Fisher Scientific
TMO
$186B
| $846M | 0.28% | 1,668,481 -46,714 | -3% | -$23.7M |
|
84
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $837M | 0.27% | 24,897,553 +13,482,476 | +118% | +$453M |
|
85
Becton Dickinson
BDX
$55.3B
| $837M | 0.27% | 3,754,385 +21,224 | +0.6% | +$4.73M |
|
86
NVIDIA
NVDA
$4.24T
| $830M | 0.27% | 6,835,059 -429,887 | -6% | -$52.2M |
|
87
Union Pacific
UNP
$133B
| $818M | 0.27% | 4,198,059 -128,586 | -3% | -$25.1M |
|
88
Vanguard Real Estate ETF
VNQ
$34.6B
| $816M | 0.27% | 10,178,869 -854,810 | -8% | -$68.5M |
|
89
Walt Disney
DIS
$213B
| $814M | 0.27% | 8,634,466 -207,741 | -2% | -$19.6M |
|
90
Bank of America
BAC
$376B
| $814M | 0.27% | 26,954,033 +1,123,524 | +4% | +$33.9M |
|
91
Meta Platforms (Facebook)
META
$1.86T
| $796M | 0.26% | 5,863,732 -405,444 | -6% | -$55M |
|
92
CVS Health
CVS
$92.8B
| $789M | 0.26% | 8,271,471 -87,145 | -1% | -$8.31M |
|
93
Vanguard Value ETF
VTV
$144B
| $780M | 0.25% | 6,315,415 +2,425 | +0% | +$299K |
|
94
Emerson Electric
EMR
$74.3B
| $780M | 0.25% | 10,648,219 +129,468 | +1% | +$9.48M |
|
95
iShares MSCI EAFE ETF
EFA
$66B
| $776M | 0.25% | 13,862,282 -480,537 | -3% | -$26.9M |
|
96
Energy Select Sector SPDR Fund
XLE
$27.6B
| $775M | 0.25% | 10,766,881 +1,612,715 | +18% | +$116M |
|
97
Waste Management
WM
$91.2B
| $763M | 0.25% | 4,760,598 -67,203 | -1% | -$10.8M |
|
98
Vanguard Small-Cap ETF
VB
$66.4B
| $710M | 0.23% | 4,152,424 -280,789 | -6% | -$48M |
|
99
Texas Instruments
TXN
$184B
| $699M | 0.23% | 4,515,014 -178,989 | -4% | -$27.7M |
|
100
Tesla
TSLA
$1.08T
| $698M | 0.23% | 2,633,139 +1,722,562 | +189% | +$457M |
|