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 |
iShares Russell 2000 ETF
IWM
|
+$655M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$424M |
| 3 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$351M |
| 4 |
Microsoft
MSFT
|
+$302M |
| 5 |
Bank of New York Mellon
BK
|
+$296M |
Top Sells
Sector Composition
| 1 | Technology | 16.05% |
| 2 | Healthcare | 9.86% |
| 3 | Financials | 8.41% |
| 4 | Consumer Discretionary | 7.9% |
| 5 | Industrials | 7.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Invesco Biotechnology & Genome ETF
PBE
$222M
| $6.74M | ﹤0.01% |
96,090
+3,457
| +4% | +$242K |
|
2377
H.B. Fuller
FUL
$3.33B
| $6.74M | ﹤0.01% |
129,916
-32
| -0% | -$1.66K |
|
2378
VanEck Preferred Securities ex Financials ETF
PFXF
$1.92B
| $6.71M | ﹤0.01% |
326,245
-133,465
| -29% | -$2.75M |
|
2379
Customers Bancorp
CUBI
$2.29B
| $6.7M | ﹤0.01% |
368,536
-47,239
| -11% | -$859K |
|
2380
Univest Financial
UVSP
$885M
| $6.7M | ﹤0.01% |
325,316
-44,206
| -12% | -$910K |
|
|
EGOV
2381
DELISTED
NIC Inc
EGOV
| $6.68M | ﹤0.01% |
258,659
-30,829
| -11% | -$796K |
|
2382
Sabra Healthcare REIT
SBRA
$4.6B
| $6.67M | ﹤0.01% |
384,187
+40,722
| +12% | +$707K |
|
2383
Nuveen Credit Strategies Income Fund
JQC
$743M
| $6.66M | ﹤0.01% |
1,052,604
-9,991
| -0.9% | -$63.2K |
|
2384
ICF International
ICFI
$1.84B
| $6.66M | ﹤0.01% |
89,624
+2,563
| +3% | +$191K |
|
|
IPHI
2385
DELISTED
INPHI CORPORATION
IPHI
| $6.66M | ﹤0.01% |
41,519
-13,391
| -24% | -$2.15M |
|
2386
United Fire Group
UFCS
$811M
| $6.65M | ﹤0.01% |
264,932
+67,998
| +35% | +$1.71M |
|
2387
Schwab International Small-Cap Equity ETF
SCHC
$4.94B
| $6.63M | ﹤0.01% |
175,949
+69,208
| +65% | +$2.61M |
|
2388
Teradata
TDC
$2.03B
| $6.63M | ﹤0.01% |
294,851
+117,571
| +66% | +$2.64M |
|
2389
CNX Resources
CNX
$4.25B
| $6.62M | ﹤0.01% |
612,618
+80,225
| +15% | +$866K |
|
2390
Cable One
CABO
$941M
| $6.61M | ﹤0.01% |
2,966
-736
| -20% | -$1.64M |
|
2391
AppFolio
APPF
$10B
| $6.6M | ﹤0.01% |
36,671
-1,789
| -5% | -$322K |
|
2392
Amplify Cybersecurity ETF
HACK
$2.32B
| $6.59M | ﹤0.01% |
114,565
+1,936
| +2% | +$111K |
|
|
TCF
2393
DELISTED
TCF Financial Corporation Common Stock
TCF
| $6.59M | ﹤0.01% |
178,142
-22,697
| -11% | -$840K |
|
2394
Global X Cloud Computing ETF
CLOU
$313M
| $6.59M | ﹤0.01% |
236,024
+234,244
| +13,160% | +$6.54M |
|
2395
Ambarella
AMBA
$3.45B
| $6.58M | ﹤0.01% |
71,610
+5,792
| +9% | +$532K |
|
2396
Sleep Number
SNBR
$203M
| $6.57M | ﹤0.01% |
80,237
+11,471
| +17% | +$939K |
|
2397
Usana Health Sciences
USNA
$547M
| $6.57M | ﹤0.01% |
85,159
-493
| -0.6% | -$38K |
|
2398
Global X MSCI China Consumer Discretionary ETF
CHIQ
$247M
| $6.55M | ﹤0.01% |
184,181
+171,690
| +1,375% | +$6.11M |
|
|
UFS
2399
DELISTED
DOMTAR CORPORATION (New)
UFS
| $6.55M | ﹤0.01% |
206,882
-253,303
| -55% | -$8.02M |
|
2400
VanEck Short Muni ETF
SMB
$287M
| $6.53M | ﹤0.01% |
360,537
+40,755
| +13% | +$738K |
|