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 Mid-Cap ETF
VO
|
+$812M |
| 2 |
Tesla
TSLA
|
+$310M |
| 3 |
PPG Industries
PPG
|
+$275M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$262M |
| 5 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$208M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$3.22B |
| 2 |
Amazon
AMZN
|
+$1.88B |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.48B |
| 4 |
Apple
AAPL
|
+$1.33B |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.27B |
Sector Composition
| 1 | Technology | 15.92% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.83% |
| 4 | Consumer Discretionary | 6.99% |
| 5 | Industrials | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1726
First Merchants
FRME
$2.32B
| $9.99M | ﹤0.01% |
238,545
+5,027
| +2% | +$211K |
|
1727
Macerich
MAC
$4.58B
| $9.99M | ﹤0.01% |
577,953
+201,853
| +54% | +$3.49M |
|
1728
Bread Financial
BFH
$2.95B
| $9.98M | ﹤0.01% |
149,958
-226,236
| -60% | -$15.1M |
|
1729
Kulicke & Soffa
KLIC
$2.02B
| $9.96M | ﹤0.01% |
164,542
+23,042
| +16% | +$1.39M |
|
1730
Terex
TEX
$3.48B
| $9.96M | ﹤0.01% |
226,597
+10,566
| +5% | +$464K |
|
1731
Cambria Tail Risk ETF
TAIL
$93.7M
| $9.95M | ﹤0.01% |
556,881
-109,653
| -16% | -$1.96M |
|
1732
Invesco S&P Global Water Index ETF
CGW
$1.01B
| $9.94M | ﹤0.01% |
163,874
-23,901
| -13% | -$1.45M |
|
1733
Selective Insurance
SIGI
$4.85B
| $9.92M | ﹤0.01% |
121,086
+9,764
| +9% | +$800K |
|
1734
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$593M
| $9.92M | ﹤0.01% |
184,028
+48,129
| +35% | +$2.59M |
|
1735
American States Water
AWR
$2.83B
| $9.91M | ﹤0.01% |
95,780
-18,576
| -16% | -$1.92M |
|
1736
Twist Bioscience
TWST
$1.52B
| $9.91M | ﹤0.01% |
128,003
-426,706
| -77% | -$33M |
|
1737
Dell
DELL
$85.1B
| $9.89M | ﹤0.01% |
176,059
-256,464
| -59% | -$14.4M |
|
1738
Sun Life Financial
SLF
$33.3B
| $9.87M | ﹤0.01% |
177,161
-41,881
| -19% | -$2.33M |
|
1739
Invesco Global Water ETF
PIO
$276M
| $9.86M | ﹤0.01% |
226,871
+97,482
| +75% | +$4.24M |
|
1740
SPDR S&P International Small Cap ETF
GWX
$787M
| $9.86M | ﹤0.01% |
260,987
+11,729
| +5% | +$443K |
|
1741
APi Group
APG
$14.7B
| $9.83M | ﹤0.01% |
572,417
-11,902,203
| -95% | -$204M |
|
1742
abrdn Physical Gold Shares ETF
SGOL
$5.81B
| $9.83M | ﹤0.01% |
559,903
+5,951
| +1% | +$105K |
|
1743
Penske Automotive Group
PAG
$12B
| $9.83M | ﹤0.01% |
91,689
-156,732
| -63% | -$16.8M |
|
1744
Boston Beer
SAM
$2.37B
| $9.8M | ﹤0.01% |
19,397
-8,249
| -30% | -$4.17M |
|
1745
Gentherm
THRM
$1.08B
| $9.8M | ﹤0.01% |
112,735
-21,996
| -16% | -$1.91M |
|
1746
Winnebago Industries
WGO
$958M
| $9.79M | ﹤0.01% |
130,731
+26,761
| +26% | +$2M |
|
1747
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.61B
| $9.79M | ﹤0.01% |
238,428
+66
| +0% | +$2.71K |
|
1748
NIO
NIO
$13.8B
| $9.72M | ﹤0.01% |
306,925
-408,477
| -57% | -$12.9M |
|
|
BGH
1749
Barings Global Short Duration High Yield Fund
BGH
$335M
| $9.71M | ﹤0.01% |
560,205
-89,100
| -14% | -$1.55M |
|
1750
Southern Copper
SCCO
$86.1B
| $9.71M | ﹤0.01% |
165,249
-159,727
| -49% | -$9.39M |
|