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
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SHC icon
4276
Sotera Health
SHC
$4.44B
$53.8K ﹤0.01%
6,455
+1,518
+31% +$12.6K
METC icon
4277
Ramaco Resources Class A
METC
$2B
$53.7K ﹤0.01%
6,317
-15,594
-71% -$133K
MODV
4278
DELISTED
ModivCare
MODV
$53.7K ﹤0.01%
598
-412
-41% -$37K
MPB icon
4279
Mid Penn Bancorp
MPB
$721M
$53.6K ﹤0.01%
1,790
-951
-35% -$28.5K
BAK icon
4280
Braskem
BAK
$1.26B
$53.5K ﹤0.01%
5,810
-1,400
-19% -$12.9K
SKYW icon
4281
Skywest
SKYW
$4.21B
$53.3K ﹤0.01%
3,230
-8,045
-71% -$133K
POWW icon
4282
Outdoor Holding Co
POWW
$169M
$53.2K ﹤0.01%
30,770
+8,674
+39% +$15K
LOVE icon
4283
LoveSac
LOVE
$261M
$53.2K ﹤0.01%
2,416
-36,103
-94% -$795K
JOAN
4284
DELISTED
JOANN, Inc. Common Stock
JOAN
$53.1K ﹤0.01%
18,625
+464
+3% +$1.32K
CPF icon
4285
Central Pacific Financial
CPF
$835M
$53K ﹤0.01%
2,613
-817
-24% -$16.6K
MCB icon
4286
Metropolitan Bank Holding Corp
MCB
$824M
$52.4K ﹤0.01%
893
-762
-46% -$44.7K
SKYT icon
4287
SkyWater Technology
SKYT
$663M
$52.3K ﹤0.01%
7,359
-6,682
-48% -$47.5K
CURO
4288
DELISTED
CURO Group Holdings Corp.
CURO
$52.3K ﹤0.01%
14,725
-326
-2% -$1.16K
CLIX icon
4289
ProShares Long Online/Short Stores ETF
CLIX
$8.2M
$52K ﹤0.01%
1,760
+1,710
+3,420% +$50.5K
CRC icon
4290
California Resources
CRC
$4.6B
$52K ﹤0.01%
1,194
-4,985
-81% -$217K
VZIO
4291
DELISTED
VIZIO Holding Corp.
VZIO
$51.8K ﹤0.01%
6,993
-2,110
-23% -$15.6K
RCKT icon
4292
Rocket Pharmaceuticals
RCKT
$331M
$51.7K ﹤0.01%
2,644
+1,031
+64% +$20.2K
MMIN icon
4293
IQ MacKay Municipal Insured ETF
MMIN
$343M
$51.6K ﹤0.01%
2,174
+1,274
+142% +$30.3K
XPRO icon
4294
Expro
XPRO
$1.39B
$51.5K ﹤0.01%
2,838
+2,201
+346% +$39.9K
WRN
4295
Western Copper and Gold
WRN
$355M
$51.3K ﹤0.01%
28,811
+1,000
+4% +$1.78K
VIA
4296
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$51.3K ﹤0.01%
2,006
-40
-2% -$1.02K
PNT
4297
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
$51K ﹤0.01%
7,000
-2,164
-24% -$15.8K
ARQT icon
4298
Arcutis Biotherapeutics
ARQT
$2.08B
$50.9K ﹤0.01%
3,440
-422
-11% -$6.25K
EGY icon
4299
Vaalco Energy
EGY
$432M
$50.9K ﹤0.01%
11,155
+6,388
+134% +$29.1K
KYMR icon
4300
Kymera Therapeutics
KYMR
$3.51B
$50.8K ﹤0.01%
2,037
-1,470
-42% -$36.7K