Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Return 16.23%
 

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.

This Quarter Return
-4.7%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$291B
AUM Growth
-$20.6B
Cap. Flow
-$3.79B
Cap. Flow %
-1.3%
Top 10 Hldgs %
19.2%
Holding
7,711
New
146
Increased
2,518
Reduced
3,630
Closed
250
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HVT icon
4251
Haverty Furniture Companies
HVT
$386M
$71K ﹤0.01%
2,843
-146
-5% -$3.65K
NATH icon
4252
Nathan's Famous
NATH
$440M
$71K ﹤0.01%
1,120
NUBD icon
4253
Nuveen ESG US Aggregate Bond ETF
NUBD
$422M
$71K ﹤0.01%
3,301
+1
+0% +$22
RVMD icon
4254
Revolution Medicines
RVMD
$8.45B
$71K ﹤0.01%
3,622
+383
+12% +$7.51K
LL
4255
DELISTED
LL Flooring Holdings, Inc.
LL
$71K ﹤0.01%
10,195
-1,041
-9% -$7.25K
VIA
4256
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$71K ﹤0.01%
2,046
-2,753
-57% -$95.5K
FEN
4257
DELISTED
First Trust Energy Income and Growth Fund
FEN
$71K ﹤0.01%
4,792
-417
-8% -$6.18K
PCSB
4258
DELISTED
PCSB Financial Corporation
PCSB
$71K ﹤0.01%
3,947
-121
-3% -$2.18K
ALT icon
4259
Altimmune
ALT
$342M
$70K ﹤0.01%
5,485
-1,075
-16% -$13.7K
ATRA icon
4260
Atara Biotherapeutics
ATRA
$84.8M
$70K ﹤0.01%
742
-518
-41% -$48.9K
BAK icon
4261
Braskem
BAK
$1.35B
$70K ﹤0.01%
7,210
+2,200
+44% +$21.4K
BBUC
4262
Brookfield Business Corp
BBUC
$2.52B
$70K ﹤0.01%
3,113
-275
-8% -$6.18K
CLOV icon
4263
Clover Health Investments
CLOV
$1.57B
$70K ﹤0.01%
41,597
-15,826
-28% -$26.6K
ITRN icon
4264
Ituran Location and Control
ITRN
$723M
$70K ﹤0.01%
3,000
MEG icon
4265
Montrose Environmental
MEG
$1.04B
$70K ﹤0.01%
2,080
+132
+7% +$4.44K
NKTR icon
4266
Nektar Therapeutics
NKTR
$1.12B
$70K ﹤0.01%
1,461
-16
-1% -$767
REPX icon
4267
Riley Exploration Permian
REPX
$616M
$70K ﹤0.01%
3,670
+2,881
+365% +$55K
PNT
4268
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
$70K ﹤0.01%
9,164
-434
-5% -$3.32K
AGTC
4269
DELISTED
Applied Genetic Technologies Corporation
AGTC
$70K ﹤0.01%
257,083
+180,630
+236% +$49.2K
AMC icon
4270
AMC Entertainment Holdings
AMC
$1.46B
$69K ﹤0.01%
996
-274
-22% -$19K
RLGT icon
4271
Radiant Logistics
RLGT
$278M
$69K ﹤0.01%
12,223
-422
-3% -$2.38K
BWFG icon
4272
Bankwell Financial Group
BWFG
$362M
$68K ﹤0.01%
2,321
-452
-16% -$13.2K
CRON
4273
Cronos Group
CRON
$1.02B
$68K ﹤0.01%
24,449
-1,875
-7% -$5.22K
RFDI icon
4274
First Trust RiverFront Dynamic Developed International ETF
RFDI
$130M
$68K ﹤0.01%
1,477
AEVA
4275
Aeva Technologies
AEVA
$964M
$67K ﹤0.01%
7,157
+5,090
+246% +$47.7K