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 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$442M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$301M |
| 3 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$297M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$260M |
| 5 |
Apple
AAPL
|
+$220M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Healthcare | 9.18% |
| 3 | Financials | 7.69% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Affirm
AFRM
$29.4B
| $2.07M | ﹤0.01% |
110,235
+2,938
| +3% | +$55.1K |
|
2452
Delek Logistics
DKL
$2.41B
| $2.07M | ﹤0.01% |
40,539
+14,481
| +56% | +$738K |
|
2453
News Corp Class A
NWSA
$16.7B
| $2.06M | ﹤0.01% |
136,621
-40,050
| -23% | -$605K |
|
2454
AC Immune
ACIU
$247M
| $2.06M | ﹤0.01% |
651,558
+109,794
| +20% | +$347K |
|
2455
Civitas Resources
CIVI
$3.11B
| $2.05M | ﹤0.01% |
35,677
-49,190
| -58% | -$2.83M |
|
2456
iShares MSCI Japan Small-Cap ETF
SCJ
$149M
| $2.05M | ﹤0.01% |
35,030
+10,896
| +45% | +$637K |
|
2457
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$346M
| $2.04M | ﹤0.01% |
51,088
-43,826
| -46% | -$1.75M |
|
2458
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$134M
| $2.04M | ﹤0.01% |
87,971
+65,599
| +293% | +$1.52M |
|
2459
Black Stone Minerals
BSM
$2.72B
| $2.04M | ﹤0.01% |
130,204
-248,628
| -66% | -$3.89M |
|
2460
Global X Cloud Computing ETF
CLOU
$314M
| $2.03M | ﹤0.01% |
127,406
-18,731
| -13% | -$299K |
|
2461
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.34B
| $2.03M | ﹤0.01% |
22,295
-11,807
| -35% | -$1.08M |
|
|
ONEM
2462
DELISTED
1Life Healthcare, Inc. Common Stock
ONEM
| $2.03M | ﹤0.01% |
118,314
+102,671
| +656% | +$1.76M |
|
2463
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
$15.3M
| $2.03M | ﹤0.01% |
65,163
-5,203
| -7% | -$162K |
|
2464
Stewart Information Services
STC
$2.03B
| $2.02M | ﹤0.01% |
46,222
+12,722
| +38% | +$555K |
|
2465
Ericsson
ERIC
$26.7B
| $2.01M | ﹤0.01% |
349,431
+149,805
| +75% | +$860K |
|
2466
HealthEquity
HQY
$7.89B
| $2.01M | ﹤0.01% |
29,858
+2,702
| +10% | +$181K |
|
2467
Shake Shack
SHAK
$3.98B
| $2.01M | ﹤0.01% |
44,562
-30,229
| -40% | -$1.36M |
|
2468
Chord Energy
CHRD
$6.09B
| $2M | ﹤0.01% |
14,660
+2,237
| +18% | +$306K |
|
2469
Algonquin Power & Utilities
AQN
$4.23B
| $2M | ﹤0.01% |
183,223
-15,014
| -8% | -$164K |
|
|
MTR
2470
Mesa Royalty Trust
MTR
$10.6M
| $2M | ﹤0.01% |
158,427
+37,305
| +31% | +$471K |
|
2471
Weis Markets
WMK
$1.78B
| $2M | ﹤0.01% |
28,073
+15,216
| +118% | +$1.08M |
|
2472
Denali Therapeutics
DNLI
$1.94B
| $1.99M | ﹤0.01% |
64,887
-4,319
| -6% | -$133K |
|
|
ETJ
2473
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$603M
| $1.99M | ﹤0.01% |
240,183
+8,868
| +4% | +$73.3K |
|
2474
Acadia Healthcare
ACHC
$2B
| $1.98M | ﹤0.01% |
25,352
+12,446
| +96% | +$973K |
|
2475
Nuveen New Jersey Quality Municipal Income Fund
NXJ
$503M
| $1.98M | ﹤0.01% |
179,934
-26,398
| -13% | -$291K |
|