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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
976
Diamondback Energy
FANG
$40.1B
| $49.8M | 0.01% |
1,028,050
+583,073
| +131% | +$28.2M |
|
977
First Trust Financials AlphaDEX Fund
FXO
$2.26B
| $49.7M | 0.01% |
1,448,436
+33,418
| +2% | +$1.15M |
|
978
Wells Fargo
WFC
$260B
| $49.6M | 0.01% |
1,644,428
-156,523
| -9% | -$4.72M |
|
979
Ameren
AEE
$27.1B
| $49.5M | 0.01% |
634,354
+113,748
| +22% | +$8.88M |
|
980
Gen Digital
GEN
$18.3B
| $49.4M | 0.01% |
2,377,939
-132,282
| -5% | -$2.75M |
|
981
Halozyme
HALO
$9.07B
| $49.3M | 0.01% |
1,153,273
-143,304
| -11% | -$6.12M |
|
982
BlackBerry
BB
$2.3B
| $49.2M | 0.01% |
7,424,036
+238,784
| +3% | +$1.58M |
|
983
Arthur J. Gallagher & Co
AJG
$77.1B
| $49.2M | 0.01% |
397,607
+97,309
| +32% | +$12M |
|
984
Vanguard Consumer Staples ETF
VDC
$7.64B
| $49.2M | 0.01% |
282,679
-21,338
| -7% | -$3.71M |
|
985
JD.com
JD
$48.8B
| $49.1M | 0.01% |
558,578
-99,738
| -15% | -$8.77M |
|
986
Allison Transmission
ALSN
$7.57B
| $49.1M | 0.01% |
1,138,280
-239,756
| -17% | -$10.3M |
|
987
Casey's General Stores
CASY
$20.6B
| $49M | 0.01% |
274,505
+124,455
| +83% | +$22.2M |
|
988
iShares US Industrials ETF
IYJ
$1.69B
| $49M | 0.01% |
504,623
+164,575
| +48% | +$16M |
|
989
Central Garden & Pet Class A
CENTA
$2.09B
| $48.9M | 0.01% |
1,682,515
+10,424
| +0.6% | +$303K |
|
990
Crown Holdings
CCK
$11.4B
| $48.8M | 0.01% |
486,837
+69,159
| +17% | +$6.93M |
|
991
Evercore
EVR
$13.3B
| $48.7M | 0.01% |
444,388
-126,569
| -22% | -$13.9M |
|
992
iShares US Consumer Discretionary ETF
IYC
$1.75B
| $48.7M | 0.01% |
690,101
+8,993
| +1% | +$634K |
|
993
Exponent
EXPO
$3.58B
| $48.6M | 0.01% |
540,075
+26,295
| +5% | +$2.37M |
|
994
Armstrong World Industries
AWI
$8.61B
| $48.4M | 0.01% |
651,269
+459,390
| +239% | +$34.2M |
|
995
Vanguard S&P 500 Growth ETF
VOOG
$19.8B
| $48.4M | 0.01% |
210,378
-17,127
| -8% | -$3.94M |
|
996
Darling Ingredients
DAR
$5.05B
| $48.4M | 0.01% |
839,106
+43,116
| +5% | +$2.49M |
|
997
CACI
CACI
$10.8B
| $48.3M | 0.01% |
193,601
+30,168
| +18% | +$7.52M |
|
998
Steven Madden
SHOO
$2.31B
| $48.3M | 0.01% |
1,366,365
-80,512
| -6% | -$2.84M |
|
999
VeriSign
VRSN
$27B
| $48.3M | 0.01% |
222,993
-46,400
| -17% | -$10M |
|
1000
Eastman Chemical
EMN
$7.8B
| $48.2M | 0.01% |
480,840
+10,657
| +2% | +$1.07M |
|