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 | |
|---|---|---|---|---|---|---|
|
GEVA
1651
DELISTED
SYNAGEVA BIOPHARMA CORP COM STK (DE)
GEVA
| $8.8M | ﹤0.01% |
+209,742
| New | +$8.8M |
|
1652
Hercules Capital
HTGC
$3.53B
| $8.8M | ﹤0.01% |
+631,311
| New | +$8.8M |
|
1653
ATI
ATI
$10.5B
| $8.8M | ﹤0.01% |
+334,437
| New | +$8.8M |
|
1654
iShares Global Tech ETF
IXN
$5.93B
| $8.8M | ﹤0.01% |
+756,210
| New | +$8.8M |
|
|
ARIA
1655
DELISTED
Ariad Pharmaceuticals Inc
ARIA
| $8.79M | ﹤0.01% |
+502,737
| New | +$8.79M |
|
1656
Plexus
PLXS
$3.73B
| $8.77M | ﹤0.01% |
+293,450
| New | +$8.77M |
|
1657
Kimco Realty
KIM
$15.2B
| $8.77M | ﹤0.01% |
+409,198
| New | +$8.77M |
|
1658
Quanex
NX
$661M
| $8.75M | ﹤0.01% |
+519,360
| New | +$8.75M |
|
|
DNB
1659
DELISTED
Dun & Bradstreet
DNB
| $8.74M | ﹤0.01% |
+89,684
| New | +$8.74M |
|
1660
Trustmark
TRMK
$2.43B
| $8.73M | ﹤0.01% |
+355,081
| New | +$8.73M |
|
1661
Invesco S&P MidCap 400 Revenue ETF
RWK
$996M
| $8.73M | ﹤0.01% |
+228,230
| New | +$8.73M |
|
1662
iShares US Financials ETF
IYF
$4.08B
| $8.72M | ﹤0.01% |
+243,820
| New | +$8.72M |
|
|
AVG
1663
DELISTED
AVG Technologies N.V.
AVG
| $8.72M | ﹤0.01% |
+448,068
| New | +$8.72M |
|
|
TXNM
1664
TXNM Energy, Inc.
TXNM
$5.99B
| $8.68M | ﹤0.01% |
+390,976
| New | +$8.68M |
|
|
INXN
1665
DELISTED
Interxion Holding N.V.
INXN
| $8.66M | ﹤0.01% |
+331,495
| New | +$8.66M |
|
|
JOF
1666
Japan Smaller Capitalization Fund
JOF
$308M
| $8.65M | ﹤0.01% |
+1,009,905
| New | +$8.65M |
|
1667
Great Lakes Dredge & Dock
GLDD
$821M
| $8.65M | ﹤0.01% |
+1,105,959
| New | +$8.65M |
|
|
FSD
1668
DELISTED
FIRST TRUST HIGH INCOME LONG/SHORT FUND
FSD
| $8.62M | ﹤0.01% |
+490,924
| New | +$8.62M |
|
1669
Kforce
KFRC
$567M
| $8.62M | ﹤0.01% |
+590,397
| New | +$8.62M |
|
1670
VeriSign
VRSN
$26.7B
| $8.55M | ﹤0.01% |
+191,372
| New | +$8.55M |
|
|
LUX
1671
DELISTED
Luxottica Group
LUX
| $8.54M | ﹤0.01% |
+168,794
| New | +$8.54M |
|
|
SGEN
1672
DELISTED
Seagen Inc. Common Stock
SGEN
| $8.5M | ﹤0.01% |
+270,322
| New | +$8.5M |
|
|
POM
1673
DELISTED
PEPCO HOLDINGS, INC.
POM
| $8.5M | ﹤0.01% |
+421,795
| New | +$8.5M |
|
|
AIMC
1674
DELISTED
Altra Industrial Motion Corp.
AIMC
| $8.5M | ﹤0.01% |
+310,391
| New | +$8.5M |
|
1675
Cooper Companies
COO
$13.3B
| $8.48M | ﹤0.01% |
+285,064
| New | +$8.48M |
|