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
Top Sells
| 1 |
Apple
AAPL
|
+$905M |
| 2 |
Microsoft
MSFT
|
+$831M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$687M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$589M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$379M |
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Healthcare | 9.35% |
| 3 | Financials | 7.57% |
| 4 | Industrials | 6.69% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2226
Infosys
INFY
$70.1B
| $3.12M | ﹤0.01% |
168,393
-83,322
| -33% | -$1.54M |
|
2227
Brown-Forman Class A
BF.A
$13.2B
| $3.11M | ﹤0.01% |
45,921
-7,131
| -13% | -$482K |
|
2228
PROS Holdings
PRO
$722M
| $3.11M | ﹤0.01% |
118,354
-56,622
| -32% | -$1.49M |
|
2229
First Trust Small Cap Growth AlphaDEX Fund
FYC
$547M
| $3.1M | ﹤0.01% |
57,212
-22,228
| -28% | -$1.2M |
|
2230
Oil-Dri
ODC
$977M
| $3.1M | ﹤0.01% |
202,082
+6,104
| +3% | +$93.5K |
|
2231
Qiagen
QGEN
$9.84B
| $3.09M | ﹤0.01% |
61,765
+10,442
| +20% | +$523K |
|
2232
DaVita
DVA
$9.36B
| $3.08M | ﹤0.01% |
38,543
-18,551
| -32% | -$1.48M |
|
2233
ONE Gas
OGS
$4.56B
| $3.08M | ﹤0.01% |
37,937
-36,525
| -49% | -$2.96M |
|
2234
PBF Energy
PBF
$3.23B
| $3.07M | ﹤0.01% |
105,835
+31,981
| +43% | +$928K |
|
2235
Fortuna Silver Mines
FSM
$2.52B
| $3.07M | ﹤0.01% |
1,080,165
+421,653
| +64% | +$1.2M |
|
2236
Jefferies Financial Group
JEF
$13.8B
| $3.07M | ﹤0.01% |
116,075
-107,975
| -48% | -$2.85M |
|
2237
NIO
NIO
$14.6B
| $3.06M | ﹤0.01% |
141,039
-61,380
| -30% | -$1.33M |
|
2238
Frontier Communications
FYBR
$9.37B
| $3.06M | ﹤0.01% |
129,895
-3,772
| -3% | -$88.8K |
|
2239
Invesco WilderHill Clean Energy ETF
PBW
$377M
| $3.06M | ﹤0.01% |
66,898
-37,976
| -36% | -$1.74M |
|
2240
iShares S&P India Nifty 50 Index Fund
INDY
$654M
| $3.05M | ﹤0.01% |
74,379
-1,500
| -2% | -$61.6K |
|
|
SKX
2241
DELISTED
Skechers
SKX
| $3.05M | ﹤0.01% |
85,779
-43,652
| -34% | -$1.55M |
|
2242
Nuveen Real Asset Income & Growth Fund
JRI
$385M
| $3.04M | ﹤0.01% |
232,415
-21,717
| -9% | -$284K |
|
2243
Hecla Mining
HL
$7.88B
| $3.03M | ﹤0.01% |
773,231
-132,379
| -15% | -$519K |
|
2244
Travel + Leisure Co
TNL
$4.01B
| $3.03M | ﹤0.01% |
77,939
-28,443
| -27% | -$1.1M |
|
2245
Apogee Enterprises
APOG
$919M
| $3.03M | ﹤0.01% |
77,159
-44,498
| -37% | -$1.75M |
|
2246
Atlantic Union Bankshares
AUB
$4.98B
| $3.03M | ﹤0.01% |
89,197
-58,037
| -39% | -$1.97M |
|
2247
ACI Worldwide
ACIW
$5.12B
| $3.02M | ﹤0.01% |
116,682
-95,403
| -45% | -$2.47M |
|
|
SRCL
2248
DELISTED
Stericycle Inc
SRCL
| $3.02M | ﹤0.01% |
68,840
-39,347
| -36% | -$1.73M |
|
2249
Advanced Drainage Systems
WMS
$11.1B
| $3.02M | ﹤0.01% |
33,478
-118,287
| -78% | -$10.7M |
|
2250
EPR Properties
EPR
$4.44B
| $3M | ﹤0.01% |
63,871
-748
| -1% | -$35.1K |
|