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
Sector Composition
| 1 | Technology | 12.31% |
| 2 | Financials | 9.04% |
| 3 | Healthcare | 8.6% |
| 4 | Industrials | 8.32% |
| 5 | Consumer Discretionary | 7.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
JBGS
2276
JBG SMITH
JBGS
$1.45B
| $6.29M | ﹤0.01% |
160,463
+4,368
| +3% | +$171K |
|
2277
Valmont Industries
VMI
$7.42B
| $6.29M | ﹤0.01% |
45,418
+14,570
| +47% | +$2.02M |
|
2278
Independent Bank
INDB
$3.54B
| $6.29M | ﹤0.01% |
84,208
-766
| -0.9% | -$57.2K |
|
2279
JPMorgan Diversified Return International Equity ETF
JPIN
$366M
| $6.29M | ﹤0.01% |
118,245
-44,952
| -28% | -$2.39M |
|
2280
Eventbrite
EB
$262M
| $6.28M | ﹤0.01% |
354,458
-4,513
| -1% | -$79.9K |
|
2281
Nuveen Preferred & Income Opportunities Fund
JPC
$2.65B
| $6.28M | ﹤0.01% |
624,402
-281,880
| -31% | -$2.83M |
|
|
KEM
2282
DELISTED
KEMET Corporation
KEM
| $6.27M | ﹤0.01% |
344,746
-5,556
| -2% | -$101K |
|
2283
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$712M
| $6.27M | ﹤0.01% |
206,031
-139,005
| -40% | -$4.23M |
|
|
EVG
2284
Eaton Vance Short Duration Diversified Income Fund
EVG
$153M
| $6.26M | ﹤0.01% |
481,393
-547,668
| -53% | -$7.12M |
|
2285
AutoNation
AN
$8.33B
| $6.25M | ﹤0.01% |
123,200
-8,852
| -7% | -$449K |
|
2286
MYR Group
MYRG
$2.7B
| $6.24M | ﹤0.01% |
199,390
-87,793
| -31% | -$2.75M |
|
2287
SLM Corp
SLM
$5.84B
| $6.24M | ﹤0.01% |
706,789
-7,489,298
| -91% | -$66.1M |
|
2288
La-Z-Boy
LZB
$1.4B
| $6.22M | ﹤0.01% |
185,255
+4,033
| +2% | +$135K |
|
|
USFR
2289
DELISTED
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
| $6.21M | ﹤0.01% |
247,989
+46,700
| +23% | +$1.17M |
|
|
EPAY
2290
DELISTED
Bottomline Technologies Inc
EPAY
| $6.19M | ﹤0.01% |
157,407
+17,101
| +12% | +$673K |
|
2291
Rogers Communications
RCI
$19.2B
| $6.19M | ﹤0.01% |
127,091
-135,102
| -52% | -$6.58M |
|
2292
Voyager Therapeutics
VYGR
$227M
| $6.19M | ﹤0.01% |
359,393
+19,594
| +6% | +$337K |
|
2293
Gray Television
GTN
$572M
| $6.18M | ﹤0.01% |
378,798
+12,543
| +3% | +$205K |
|
2294
Choice Hotels
CHH
$5.16B
| $6.18M | ﹤0.01% |
69,427
+11,967
| +21% | +$1.06M |
|
|
CIM
2295
Chimera Investment
CIM
$1.16B
| $6.16M | ﹤0.01% |
104,913
+11,536
| +12% | +$677K |
|
2296
Cathay General Bancorp
CATY
$3.36B
| $6.15M | ﹤0.01% |
177,092
+37,965
| +27% | +$1.32M |
|
2297
Chewy
CHWY
$15.1B
| $6.14M | ﹤0.01% |
249,939
+198,496
| +386% | +$4.88M |
|
2298
Innovative Industrial Properties
IIPR
$1.61B
| $6.13M | ﹤0.01% |
66,314
-15,241
| -19% | -$1.41M |
|
2299
Invesco Dorsey Wright Technology Momentum ETF
PTF
$387M
| $6.13M | ﹤0.01% |
267,888
+81,684
| +44% | +$1.87M |
|
2300
Douglas Emmett
DEI
$2.77B
| $6.12M | ﹤0.01% |
142,883
-4,255
| -3% | -$182K |
|