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 Mid-Cap ETF
VO
|
+$812M |
| 2 |
Tesla
TSLA
|
+$310M |
| 3 |
PPG Industries
PPG
|
+$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.22B |
| 2 |
Amazon
AMZN
|
+$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.48B |
| 4 |
Apple
AAPL
|
+$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1426
Dropbox
DBX
$8.34B
| $15.7M | ﹤0.01% |
638,427
-1,108,817
| -63% | -$27.2M |
|
1427
Barclays
BCS
$72.8B
| $15.6M | ﹤0.01% |
1,511,186
+196,863
| +15% | +$2.04M |
|
1428
White Mountains Insurance
WTM
$4.57B
| $15.6M | ﹤0.01% |
15,420
-9,836
| -39% | -$9.97M |
|
1429
Cirrus Logic
CRUS
$5.91B
| $15.6M | ﹤0.01% |
169,645
-40,520
| -19% | -$3.73M |
|
1430
Bloom Energy
BE
$15.7B
| $15.6M | ﹤0.01% |
711,379
-52,065
| -7% | -$1.14M |
|
1431
Lear
LEA
$5.81B
| $15.6M | ﹤0.01% |
85,232
-2,021,401
| -96% | -$370M |
|
1432
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.17B
| $15.6M | ﹤0.01% |
276,952
-22,251
| -7% | -$1.25M |
|
1433
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$856M
| $15.6M | ﹤0.01% |
368,901
-7,487
| -2% | -$316K |
|
1434
Sprout Social
SPT
$848M
| $15.5M | ﹤0.01% |
171,135
-497,618
| -74% | -$45.1M |
|
1435
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.52B
| $15.5M | ﹤0.01% |
1,031,176
+79,797
| +8% | +$1.2M |
|
|
JWN
1436
DELISTED
Nordstrom
JWN
| $15.5M | ﹤0.01% |
685,816
+144,127
| +27% | +$3.26M |
|
1437
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $15.5M | ﹤0.01% |
386,514
+8,480
| +2% | +$340K |
|
1438
Global X MLP & Energy Infrastructure ETF
MLPX
$2.6B
| $15.5M | ﹤0.01% |
438,562
+35,728
| +9% | +$1.26M |
|
1439
Telkom Indonesia
TLK
$18.9B
| $15.5M | ﹤0.01% |
533,841
-3,546,543
| -87% | -$103M |
|
1440
Floor & Decor
FND
$9.74B
| $15.4M | ﹤0.01% |
118,628
-780,043
| -87% | -$101M |
|
1441
US Global Jets ETF
JETS
$834M
| $15.4M | ﹤0.01% |
730,831
-50,241
| -6% | -$1.06M |
|
1442
SPDR Euro Stoxx 50 ETF
FEZ
$4.59B
| $15.4M | ﹤0.01% |
330,226
-1,260
| -0.4% | -$58.8K |
|
1443
iShares Micro-Cap ETF
IWC
$956M
| $15.3M | ﹤0.01% |
109,640
-25,011
| -19% | -$3.49M |
|
1444
First Trust Dorsey Wright International Focus 5 ETF
IFV
$174M
| $15.3M | ﹤0.01% |
659,536
-60,022
| -8% | -$1.39M |
|
1445
iShares Expanded Tech Sector ETF
IGM
$8.98B
| $15.3M | ﹤0.01% |
209,220
+29,832
| +17% | +$2.18M |
|
1446
Intellia Therapeutics
NTLA
$1.23B
| $15.3M | ﹤0.01% |
129,163
+700
| +0.5% | +$82.8K |
|
|
NFJ
1447
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.25B
| $15.3M | ﹤0.01% |
949,800
-2,217,212
| -70% | -$35.6M |
|
1448
ITT
ITT
$13.9B
| $15.2M | ﹤0.01% |
149,085
+24,761
| +20% | +$2.53M |
|
1449
Crane NXT
CXT
$3.56B
| $15.2M | ﹤0.01% |
431,168
-145,291
| -25% | -$5.13M |
|
1450
DXC Technology
DXC
$2.6B
| $15.2M | ﹤0.01% |
471,157
-389,188
| -45% | -$12.5M |
|