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 Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1626
Sunrun
RUN
$3.71B
| $17.1M | ﹤0.01% |
246,292
+98,813
| +67% | +$6.86M |
|
1627
WisdomTree US SmallCap Dividend Fund
DES
$1.9B
| $17.1M | ﹤0.01% |
641,805
-185,193
| -22% | -$4.93M |
|
1628
Schneider National
SNDR
$4.18B
| $17.1M | ﹤0.01% |
824,610
+322,652
| +64% | +$6.68M |
|
|
SUMO
1629
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $17.1M | ﹤0.01% |
596,884
-222,270
| -27% | -$6.35M |
|
1630
ProShares Investment Grade-Interest Rate Hedged
IGHG
$264M
| $17M | ﹤0.01% |
225,365
+106,927
| +90% | +$8.08M |
|
1631
OrthoPediatrics
KIDS
$493M
| $17M | ﹤0.01% |
412,787
-27,683
| -6% | -$1.14M |
|
1632
nCino
NCNO
$3.48B
| $17M | ﹤0.01% |
235,116
+117,245
| +99% | +$8.49M |
|
1633
Mercury Insurance
MCY
$4.4B
| $17M | ﹤0.01% |
325,698
+136,955
| +73% | +$7.15M |
|
|
NWLI
1634
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $17M | ﹤0.01% |
82,296
+4,849
| +6% | +$1M |
|
1635
First Trust Indxx NextG ETF
NXTG
$406M
| $17M | ﹤0.01% |
245,437
+126,887
| +107% | +$8.78M |
|
|
FM
1636
DELISTED
iShares Frontier and Select EM ETF
FM
| $17M | ﹤0.01% |
598,981
-77,970
| -12% | -$2.21M |
|
1637
SPDR NYSE Technology ETF
XNTK
$1.33B
| $17M | ﹤0.01% |
119,925
+17,648
| +17% | +$2.49M |
|
1638
Medifast
MED
$154M
| $16.9M | ﹤0.01% |
86,263
+30,697
| +55% | +$6.03M |
|
|
THQ
1639
abrdn Healthcare Opportunities Fund
THQ
$709M
| $16.9M | ﹤0.01% |
829,285
+8,096
| +1% | +$165K |
|
1640
First Trust Europe AlphaDEX Fund
FEP
$341M
| $16.9M | ﹤0.01% |
441,798
+13,123
| +3% | +$501K |
|
1641
Tenet Healthcare
THC
$17B
| $16.8M | ﹤0.01% |
421,557
+9,014
| +2% | +$360K |
|
|
BIG
1642
DELISTED
Big Lots, Inc.
BIG
| $16.8M | ﹤0.01% |
391,658
-59,132
| -13% | -$2.54M |
|
1643
Onto Innovation
ONTO
$5.44B
| $16.7M | ﹤0.01% |
351,673
-31,255
| -8% | -$1.49M |
|
1644
Principal Financial Group
PFG
$18.4B
| $16.7M | ﹤0.01% |
336,370
+64,608
| +24% | +$3.21M |
|
1645
Churchill Downs
CHDN
$6.75B
| $16.6M | ﹤0.01% |
170,418
+16,310
| +11% | +$1.59M |
|
1646
Western Alliance Bancorporation
WAL
$9.77B
| $16.6M | ﹤0.01% |
276,734
-114,338
| -29% | -$6.85M |
|
|
INSI
1647
DELISTED
Insight Select Income Fund
INSI
| $16.6M | ﹤0.01% |
776,363
-24,685
| -3% | -$527K |
|
1648
Matthews International
MATW
$763M
| $16.6M | ﹤0.01% |
562,963
+466,811
| +485% | +$13.7M |
|
1649
Dorman Products
DORM
$4.93B
| $16.5M | ﹤0.01% |
190,494
+11
| +0% | +$955 |
|
1650
SPDR S&P Metals & Mining ETF
XME
$2.39B
| $16.5M | ﹤0.01% |
494,448
+388,415
| +366% | +$13M |
|