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 | 9.82% |
| 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 | |
|---|---|---|---|---|---|---|
151
Southern Company
SO
$102B
| $319M | 0.17% |
+7,234,713
| New | +$319M |
|
152
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $319M | 0.17% |
+4,035,941
| New | +$319M |
|
|
AMTD
153
DELISTED
TD Ameritrade Holding Corp
AMTD
| $317M | 0.16% |
+13,051,448
| New | +$317M |
|
154
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.22B
| $316M | 0.16% |
+11,573,744
| New | +$316M |
|
155
J.M. Smucker
SJM
$11.8B
| $312M | 0.16% |
+3,025,261
| New | +$312M |
|
|
AGN
156
DELISTED
ALLERGAN INC
AGN
| $311M | 0.16% |
+3,692,380
| New | +$311M |
|
157
iShares Select Dividend ETF
DVY
$20.8B
| $311M | 0.16% |
+4,851,060
| New | +$311M |
|
158
Dollar General
DG
$23.9B
| $309M | 0.16% |
+6,128,712
| New | +$309M |
|
159
iShares S&P 500 Value ETF
IVE
$41.2B
| $302M | 0.16% |
+3,989,045
| New | +$302M |
|
160
Consumers Staples Select Sector SPDR Fund
XLP
$15.8B
| $302M | 0.16% |
+7,604,959
| New | +$302M |
|
161
Ford
F
$46.8B
| $301M | 0.16% |
+19,425,698
| New | +$301M |
|
162
lululemon athletica
LULU
$24.2B
| $300M | 0.16% |
+4,573,978
| New | +$300M |
|
|
UN
163
DELISTED
Unilever NV New York Registry Shares
UN
| $300M | 0.16% |
+7,619,649
| New | +$300M |
|
164
Cognizant
CTSH
$35.3B
| $299M | 0.15% |
+4,765,381
| New | +$299M |
|
165
Vodafone
VOD
$28.8B
| $298M | 0.15% |
+10,354,773
| New | +$298M |
|
166
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13.4B
| $296M | 0.15% |
+2,701,012
| New | +$296M |
|
167
Deere & Co
DE
$129B
| $292M | 0.15% |
+3,594,666
| New | +$292M |
|
168
Becton Dickinson
BDX
$55.3B
| $292M | 0.15% |
+2,950,713
| New | +$292M |
|
169
Cencora
COR
$56.5B
| $290M | 0.15% |
+5,199,734
| New | +$290M |
|
170
Thermo Fisher Scientific
TMO
$186B
| $289M | 0.15% |
+3,412,048
| New | +$289M |
|
171
Northern Trust
NTRS
$25B
| $288M | 0.15% |
+4,976,283
| New | +$288M |
|
172
Paychex
PAYX
$50.2B
| $283M | 0.15% |
+7,749,044
| New | +$283M |
|
|
CSG
173
DELISTED
CHAMBERS STR PPTYS COM
CSG
| $283M | 0.15% |
+28,264,154
| New | +$283M |
|
174
Altria Group
MO
$113B
| $282M | 0.15% |
+8,069,727
| New | +$282M |
|
|
TFM
175
DELISTED
THE FRESH MARKET, INC COM STK
TFM
| $281M | 0.15% |
+5,650,286
| New | +$281M |
|