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 | |
|---|---|---|---|---|---|---|
|
MCRS
976
DELISTED
MICROS SYSTEMS INC
MCRS
| $25.7M | 0.01% |
+595,389
| New | +$25.7M |
|
977
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
| $25.7M | 0.01% |
+280,384
| New | +$25.7M |
|
|
COCO
978
DELISTED
CORINTHIAN COLLEGES INC
COCO
| $25.7M | 0.01% |
+11,454,980
| New | +$25.7M |
|
979
Lear
LEA
$5.81B
| $25.6M | 0.01% |
+423,143
| New | +$25.6M |
|
980
Liberty Media Series A
FWONA
$23.1B
| $25.5M | 0.01% |
+1,130,590
| New | +$25.5M |
|
|
SSRI
981
DELISTED
Silver Standard Resources
SSRI
| $25.4M | 0.01% |
+4,008,529
| New | +$25.4M |
|
982
West Pharmaceutical
WST
$19B
| $25.3M | 0.01% |
+721,266
| New | +$25.3M |
|
983
Guess, Inc.
GES
$872M
| $25.2M | 0.01% |
+811,808
| New | +$25.2M |
|
984
PROS Holdings
PRO
$745M
| $25.2M | 0.01% |
+840,487
| New | +$25.2M |
|
|
ANN
985
DELISTED
ANN INC
ANN
| $25.1M | 0.01% |
+757,334
| New | +$25.1M |
|
986
Cullen/Frost Bankers
CFR
$8.23B
| $25.1M | 0.01% |
+375,660
| New | +$25.1M |
|
987
Ingredion
INGR
$8.14B
| $25.1M | 0.01% |
+382,217
| New | +$25.1M |
|
988
Raymond James Financial
RJF
$34.1B
| $25.1M | 0.01% |
+874,430
| New | +$25.1M |
|
989
Charles River Laboratories
CRL
$7.86B
| $25M | 0.01% |
+610,352
| New | +$25M |
|
990
WisdomTree US MidCap Dividend Fund
DON
$3.86B
| $25M | 0.01% |
+1,145,481
| New | +$25M |
|
991
Coterra Energy
CTRA
$18.6B
| $25M | 0.01% |
+704,280
| New | +$25M |
|
992
Morningstar
MORN
$10.8B
| $25M | 0.01% |
+322,026
| New | +$25M |
|
|
MDP
993
DELISTED
Meredith Corporation
MDP
| $24.9M | 0.01% |
+522,756
| New | +$24.9M |
|
|
WR
994
DELISTED
Westar Energy Inc
WR
| $24.8M | 0.01% |
+776,804
| New | +$24.8M |
|
995
Toro Company
TTC
$7.82B
| $24.8M | 0.01% |
+1,090,156
| New | +$24.8M |
|
996
iShares MSCI Brazil ETF
EWZ
$5.55B
| $24.7M | 0.01% |
+562,111
| New | +$24.7M |
|
997
Skyworks Solutions
SWKS
$11.1B
| $24.7M | 0.01% |
+1,126,081
| New | +$24.7M |
|
|
MHFI
998
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $24.6M | 0.01% |
+463,390
| New | +$24.6M |
|
|
CCG
999
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $24.6M | 0.01% |
+2,134,232
| New | +$24.6M |
|
1000
SPDR S&P International Dividend ETF
DWX
$495M
| $24.6M | 0.01% |
+563,567
| New | +$24.6M |
|