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 Core S&P 500 ETF
IVV
|
+$1.55B |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$414M |
| 3 |
AABA
Altaba Inc. Common Stock
AABA
|
+$279M |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$254M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$214M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.45B |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.09B |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$599M |
| 4 |
YHOO
Yahoo Inc
YHOO
|
+$381M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$327M |
Sector Composition
| 1 | Technology | 10.3% |
| 2 | Healthcare | 9.49% |
| 3 | Financials | 9.13% |
| 4 | Industrials | 8.77% |
| 5 | Consumer Discretionary | 6.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1576
KB Home
KBH
$4.48B
| $14.9M | ﹤0.01% |
621,713
-176,957
| -22% | -$4.24M |
|
1577
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$151M
| $14.9M | ﹤0.01% |
566,327
+11,172
| +2% | +$293K |
|
1578
Equinor
EQNR
$61.2B
| $14.8M | ﹤0.01% |
898,253
-91,441
| -9% | -$1.51M |
|
1579
Camden Property Trust
CPT
$11.7B
| $14.8M | ﹤0.01% |
173,465
-4,029
| -2% | -$345K |
|
1580
iShares US Financial Services ETF
IYG
$1.93B
| $14.8M | ﹤0.01% |
392,109
+534
| +0.1% | +$20.2K |
|
|
DF
1581
DELISTED
Dean Foods Company
DF
| $14.8M | ﹤0.01% |
870,976
-13,090
| -1% | -$223K |
|
|
DSL
1582
DoubleLine Income Solutions Fund
DSL
$1.44B
| $14.8M | ﹤0.01% |
716,375
+33,253
| +5% | +$687K |
|
1583
Healthcare Realty
HR
$6.45B
| $14.7M | ﹤0.01% |
472,935
+302,296
| +177% | +$9.4M |
|
1584
Invesco BuyBack Achievers ETF
PKW
$1.48B
| $14.7M | ﹤0.01% |
273,702
-92,675
| -25% | -$4.97M |
|
1585
WisdomTree India Earnings Fund ETF
EPI
$2.93B
| $14.7M | ﹤0.01% |
598,709
+45,330
| +8% | +$1.11M |
|
1586
WisdomTree International AI Enhanced Value Fund
AIVI
$57.9M
| $14.7M | ﹤0.01% |
359,368
+8,333
| +2% | +$340K |
|
|
SNI
1587
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $14.6M | ﹤0.01% |
214,394
+36,827
| +21% | +$2.52M |
|
1588
Canadian Natural Resources
CNQ
$64.9B
| $14.6M | ﹤0.01% |
1,035,996
+33,217
| +3% | +$469K |
|
|
RDUS
1589
DELISTED
Radius Recycling
RDUS
| $14.6M | ﹤0.01% |
577,820
+461,146
| +395% | +$11.6M |
|
1590
Teladoc Health
TDOC
$1.36B
| $14.5M | ﹤0.01% |
418,704
-124,864
| -23% | -$4.33M |
|
|
TPC
1591
Tutor Perini Corporation
TPC
$3.37B
| $14.5M | ﹤0.01% |
504,100
-107,663
| -18% | -$3.1M |
|
|
SOS
1592
SOS Limited
SOS
$16.5M
| $14.5M | ﹤0.01% |
+337
| New | +$14.5M |
|
1593
ProShares Large Cap Core Plus
CSM
$474M
| $14.4M | ﹤0.01% |
479,100
-35,634
| -7% | -$1.07M |
|
|
KMG
1594
DELISTED
KMG Chemicals Inc
KMG
| $14.4M | ﹤0.01% |
295,319
+284,581
| +2,650% | +$13.9M |
|
1595
Lazard
LAZ
$5.25B
| $14.4M | ﹤0.01% |
309,842
+51,545
| +20% | +$2.39M |
|
1596
Adeia
ADEA
$1.71B
| $14.4M | ﹤0.01% |
1,820,724
-3,121,675
| -63% | -$24.6M |
|
1597
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $14.3M | ﹤0.01% |
478,234
-190,297
| -28% | -$5.7M |
|
|
VSTO
1598
DELISTED
Vista Outdoor Inc.
VSTO
| $14.3M | ﹤0.01% |
635,994
-20,369
| -3% | -$459K |
|
1599
BlackRock Multi-Sector Income Trust
BIT
$605M
| $14.3M | ﹤0.01% |
788,980
+35,533
| +5% | +$644K |
|
|
LKSD
1600
DELISTED
LSC Communications, Inc.
LKSD
| $14.3M | ﹤0.01% |
666,427
-177,203
| -21% | -$3.79M |
|