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 | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1126
FIVE9
FIVN
$2.03B
| $33M | 0.01% |
614,332
+4,944
| +0.8% | +$266K |
|
1127
United Bankshares
UBSI
$5.29B
| $33M | 0.01% |
870,882
+25,157
| +3% | +$953K |
|
1128
Fox Class B
FOX
$26B
| $32.9M | 0.01% |
1,043,006
+606,711
| +139% | +$19.1M |
|
1129
Uber
UBER
$197B
| $32.9M | 0.01% |
1,079,658
+417,135
| +63% | +$12.7M |
|
1130
ICICI Bank
IBN
$114B
| $32.8M | 0.01% |
2,693,040
-639,700
| -19% | -$7.79M |
|
1131
iShares 10-20 Year Treasury Bond ETF
TLH
$11.5B
| $32.7M | 0.01% |
219,073
+33,805
| +18% | +$5.05M |
|
1132
Wintrust Financial
WTFC
$9.04B
| $32.7M | 0.01% |
506,511
+71,716
| +16% | +$4.64M |
|
|
IBDM
1133
DELISTED
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
| $32.7M | 0.01% |
1,309,190
+213,079
| +19% | +$5.33M |
|
1134
Quanta Services
PWR
$57.9B
| $32.7M | 0.01% |
864,076
+169,041
| +24% | +$6.39M |
|
1135
Invesco S&P MidCap Momentum ETF
XMMO
$4.45B
| $32.6M | 0.01% |
559,913
+118,411
| +27% | +$6.9M |
|
1136
Eastman Chemical
EMN
$7.7B
| $32.6M | 0.01% |
441,802
-16,596
| -4% | -$1.23M |
|
1137
iShares Russell Top 200 Value ETF
IWX
$2.83B
| $32.4M | 0.01% |
591,521
-21,217
| -3% | -$1.16M |
|
1138
IQ ARB Merger Arbitrage ETF
MNA
$257M
| $32.3M | 0.01% |
1,007,627
+111,655
| +12% | +$3.58M |
|
1139
DXC Technology
DXC
$2.58B
| $32.3M | 0.01% |
1,093,709
-408,345
| -27% | -$12M |
|
1140
Badger Meter
BMI
$5.28B
| $32.1M | 0.01% |
598,090
+56,164
| +10% | +$3.02M |
|
1141
Codexis
CDXS
$217M
| $32.1M | 0.01% |
2,339,700
+241,226
| +11% | +$3.31M |
|
1142
Moelis & Co
MC
$5.57B
| $31.8M | 0.01% |
968,512
-215,149
| -18% | -$7.07M |
|
1143
iShares Semiconductor ETF
SOXX
$13.9B
| $31.6M | 0.01% |
449,022
+135,018
| +43% | +$9.51M |
|
1144
Restaurant Brands International
QSR
$20.7B
| $31.5M | 0.01% |
442,162
+41,556
| +10% | +$2.96M |
|
1145
Coterra Energy
CTRA
$18.8B
| $31.4M | 0.01% |
1,786,286
+205,938
| +13% | +$3.62M |
|
1146
Insperity
NSP
$2.03B
| $31.4M | 0.01% |
317,948
+254,200
| +399% | +$25.1M |
|
|
IBDO
1147
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
| $31.3M | 0.01% |
1,223,401
+154,710
| +14% | +$3.96M |
|
1148
Liberty Broadband Class C
LBRDK
$8.71B
| $31.3M | 0.01% |
298,683
-5,263
| -2% | -$551K |
|
|
WMGI
1149
DELISTED
Wright Medical Group Inc
WMGI
| $31.2M | 0.01% |
1,514,640
+29,357
| +2% | +$606K |
|
1150
iShares MSCI Brazil ETF
EWZ
$5.56B
| $31.2M | 0.01% |
740,631
-145,672
| -16% | -$6.14M |
|