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 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.36B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$1.11B |
| 3 |
GE Aerospace
GE
|
+$466M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$338M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$312M |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$575M |
| 2 |
Apple
AAPL
|
+$302M |
| 3 |
Xcel Energy
XEL
|
+$294M |
| 4 |
Lockheed Martin
LMT
|
+$268M |
| 5 |
Microsoft
MSFT
|
+$231M |
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Financials | 8.71% |
| 3 | Healthcare | 6.41% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 6.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2426
Equinor
EQNR
$62.3B
| $2.98M | ﹤0.01% |
125,616
-9,075
| -7% | -$215K |
|
2427
Qiagen
QGEN
$9.89B
| $2.97M | ﹤0.01% |
64,924
+15,659
| +32% | +$717K |
|
2428
BlackRock Debt Strategies Fund
DSU
$589M
| $2.97M | ﹤0.01% |
276,362
+19,737
| +8% | +$212K |
|
2429
Haemonetics
HAE
$2.46B
| $2.96M | ﹤0.01% |
37,883
-17,161
| -31% | -$1.34M |
|
2430
City Holding Co
CHCO
$1.79B
| $2.95M | ﹤0.01% |
24,940
+1,530
| +7% | +$181K |
|
2431
PBF Energy
PBF
$3.54B
| $2.95M | ﹤0.01% |
111,288
+18,097
| +19% | +$480K |
|
2432
Infosys
INFY
$70.7B
| $2.95M | ﹤0.01% |
134,789
-46,306
| -26% | -$1.02M |
|
2433
Alamo Group
ALG
$2.49B
| $2.95M | ﹤0.01% |
15,885
+2,275
| +17% | +$423K |
|
2434
iShares Global Industrials ETF
EXI
$1.04B
| $2.95M | ﹤0.01% |
20,905
+214
| +1% | +$30.2K |
|
2435
SPDR S&P Transportation ETF
XTN
$145M
| $2.95M | ﹤0.01% |
34,058
+14,125
| +71% | +$1.22M |
|
2436
California Resources
CRC
$4.69B
| $2.95M | ﹤0.01% |
56,798
+24,960
| +78% | +$1.3M |
|
2437
Western Alliance Bancorporation
WAL
$9.64B
| $2.94M | ﹤0.01% |
35,217
+4,797
| +16% | +$401K |
|
2438
Mueller Water Products
MWA
$3.99B
| $2.94M | ﹤0.01% |
130,685
+40,155
| +44% | +$903K |
|
2439
Sunrun
RUN
$3.75B
| $2.94M | ﹤0.01% |
317,567
-456,197
| -59% | -$4.22M |
|
|
BWIN
2440
Baldwin Insurance Group
BWIN
$2.23B
| $2.94M | ﹤0.01% |
75,784
+6,459
| +9% | +$250K |
|
2441
RingCentral
RNG
$2.83B
| $2.94M | ﹤0.01% |
83,900
-20,359
| -20% | -$713K |
|
2442
Myriad Genetics
MYGN
$698M
| $2.94M | ﹤0.01% |
214,127
+87,659
| +69% | +$1.2M |
|
2443
Symbotic
SYM
$5.74B
| $2.93M | ﹤0.01% |
123,621
-13,620
| -10% | -$323K |
|
|
STEW
2444
SRH Total Return Fund
STEW
$1.76B
| $2.93M | ﹤0.01% |
182,927
+22,035
| +14% | +$353K |
|
2445
ASGN Inc
ASGN
$2.23B
| $2.93M | ﹤0.01% |
35,152
-3,549
| -9% | -$296K |
|
|
SCD
2446
LMP Capital and Income Fund
SCD
$276M
| $2.92M | ﹤0.01% |
169,600
-5,254
| -3% | -$90.4K |
|
2447
Marcus & Millichap
MMI
$1.24B
| $2.91M | ﹤0.01% |
76,024
+6,832
| +10% | +$261K |
|
2448
Valley National Bancorp
VLY
$5.92B
| $2.91M | ﹤0.01% |
320,847
+70,967
| +28% | +$643K |
|
|
BIDD
2449
iShares International Dividend Active ETF
BIDD
$695M
| $2.9M | ﹤0.01% |
+117,657
| New | +$2.9M |
|
2450
Lucid Motors
LCID
$6.06B
| $2.9M | ﹤0.01% |
95,882
+84,790
| +764% | +$2.56M |
|