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 | |
|---|---|---|---|---|---|---|
1476
iShares MSCI China ETF
MCHI
$8.25B
| $18.4M | 0.01% |
328,816
+117,873
| +56% | +$6.61M |
|
1477
Wayfair
W
$11.4B
| $18.4M | 0.01% |
164,480
-259,496
| -61% | -$29.1M |
|
1478
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.4B
| $18.4M | 0.01% |
663,350
-11,460
| -2% | -$318K |
|
1479
Anika Therapeutics
ANIK
$125M
| $18.4M | 0.01% |
335,430
+60,731
| +22% | +$3.33M |
|
|
FL
1480
DELISTED
Foot Locker
FL
| $18.4M | 0.01% |
426,292
+27,750
| +7% | +$1.2M |
|
1481
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.93B
| $18.4M | 0.01% |
459,049
+303,969
| +196% | +$12.2M |
|
1482
Generac Holdings
GNRC
$10.8B
| $18.4M | 0.01% |
234,625
+16,077
| +7% | +$1.26M |
|
1483
MGE Energy Inc
MGEE
$3.08B
| $18.3M | 0.01% |
229,029
-3,521
| -2% | -$281K |
|
|
GWR
1484
DELISTED
Genesee & Wyoming Inc.
GWR
| $18.3M | 0.01% |
165,242
-349,032
| -68% | -$38.6M |
|
1485
iShares Intermediate Government/Credit Bond ETF
GVI
$3.55B
| $18.2M | 0.01% |
161,169
+12,315
| +8% | +$1.39M |
|
1486
Gentherm
THRM
$1.06B
| $18.2M | 0.01% |
441,924
+26,753
| +6% | +$1.1M |
|
|
EDD
1487
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$341M
| $18.1M | 0.01% |
2,750,723
+118,444
| +4% | +$781K |
|
1488
Fidelity MSCI Financials Index ETF
FNCL
$2.37B
| $18.1M | 0.01% |
445,780
-37,860
| -8% | -$1.54M |
|
|
JEQ
1489
abrdn Japan Equity Fund
JEQ
$124M
| $18.1M | 0.01% |
2,489,035
-255,669
| -9% | -$1.86M |
|
1490
Stepan Co
SCL
$1.09B
| $18.1M | 0.01% |
186,579
+44,789
| +32% | +$4.35M |
|
|
SAVE
1491
DELISTED
Spirit Airlines, Inc.
SAVE
| $18.1M | 0.01% |
498,262
-54,275
| -10% | -$1.97M |
|
|
UCB
1492
United Community Banks, Inc.
UCB
$3.94B
| $18.1M | 0.01% |
637,416
-15,931
| -2% | -$452K |
|
1493
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.81B
| $18.1M | 0.01% |
276,738
-9,608
| -3% | -$627K |
|
1494
Bank of Hawaii
BOH
$2.7B
| $18M | 0.01% |
209,296
+18,339
| +10% | +$1.58M |
|
1495
Schwab US Mid-Cap ETF
SCHM
$12.2B
| $17.9M | 0.01% |
950,346
-110,841
| -10% | -$2.09M |
|
1496
Invesco S&P SmallCap Health Care ETF
PSCH
$141M
| $17.9M | 0.01% |
473,340
-121,665
| -20% | -$4.6M |
|
|
VRE
1497
Veris Residential
VRE
$1.49B
| $17.8M | 0.01% |
823,030
+634,214
| +336% | +$13.7M |
|
1498
Magnolia Oil & Gas
MGY
$4.41B
| $17.7M | 0.01% |
1,595,847
+353,856
| +28% | +$3.93M |
|
1499
Liberty All-Star Equity Fund
USA
$1.92B
| $17.7M | 0.01% |
2,764,166
-8,570
| -0.3% | -$54.8K |
|
1500
AMC Networks
AMCX
$357M
| $17.6M | 0.01% |
358,661
-41,434
| -10% | -$2.04M |
|