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 | |
|---|---|---|---|---|---|---|
1226
Loews
L
$20.3B
| $17.3M | 0.01% |
+388,786
| New | +$17.3M |
|
|
MWIV
1227
DELISTED
MWI VETERINARY SUPPLY, INC.
MWIV
| $17.2M | 0.01% |
+139,883
| New | +$17.2M |
|
1228
WisdomTree US SmallCap Dividend Fund
DES
$1.91B
| $17.2M | 0.01% |
+884,028
| New | +$17.2M |
|
1229
Sanmina
SANM
$6.25B
| $17.2M | 0.01% |
+1,197,669
| New | +$17.2M |
|
|
HTS
1230
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $17.2M | 0.01% |
+697,079
| New | +$17.2M |
|
|
EEP
1231
DELISTED
Enbridge Energy Partners
EEP
| $17.2M | 0.01% |
+563,026
| New | +$17.2M |
|
1232
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
| $17.1M | 0.01% |
+848,049
| New | +$17.1M |
|
|
DNKN
1233
DELISTED
Dunkin' Brands Group, Inc.
DNKN
| $17.1M | 0.01% |
+399,749
| New | +$17.1M |
|
1234
Corpay
CPAY
$21.9B
| $17.1M | 0.01% |
+210,387
| New | +$17.1M |
|
1235
Oil States International
OIS
$344M
| $17.1M | 0.01% |
+322,214
| New | +$17.1M |
|
|
URS
1236
DELISTED
URS CORP
URS
| $17M | 0.01% |
+360,811
| New | +$17M |
|
1237
Global X SuperDividend ETF
SDIV
$965M
| $17M | 0.01% |
+265,179
| New | +$17M |
|
1238
Portland General Electric
POR
$4.66B
| $16.9M | 0.01% |
+553,126
| New | +$16.9M |
|
1239
Invesco Fundamental High Yield Corporate Bond ETF
PHB
$355M
| $16.8M | 0.01% |
+902,957
| New | +$16.8M |
|
1240
Northwest Bancshares
NWBI
$1.83B
| $16.8M | 0.01% |
+1,244,139
| New | +$16.8M |
|
1241
Scotiabank
BNS
$79.5B
| $16.8M | 0.01% |
+337,346
| New | +$16.8M |
|
1242
Sasol
SSL
$4.53B
| $16.8M | 0.01% |
+387,346
| New | +$16.8M |
|
|
MGAM
1243
DELISTED
MULTIMEDIA GAMES HOLDING COMPANY INC COM STK (TX)
MGAM
| $16.8M | 0.01% |
+643,455
| New | +$16.8M |
|
1244
EnerSys
ENS
$4B
| $16.7M | 0.01% |
+341,371
| New | +$16.7M |
|
|
MFB
1245
DELISTED
MAIDENFORM BRANDS, INC
MFB
| $16.7M | 0.01% |
+965,673
| New | +$16.7M |
|
1246
EPR Properties
EPR
$4.39B
| $16.7M | 0.01% |
+332,168
| New | +$16.7M |
|
|
ATW
1247
DELISTED
Atwood Oceanics
ATW
| $16.7M | 0.01% |
+320,580
| New | +$16.7M |
|
1248
Crocs
CROX
$4.28B
| $16.6M | 0.01% |
+1,008,836
| New | +$16.6M |
|
1249
Ryanair
RYAAY
$31.1B
| $16.6M | 0.01% |
+785,804
| New | +$16.6M |
|
1250
WESCO International
WCC
$10.6B
| $16.6M | 0.01% |
+244,001
| New | +$16.6M |
|