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
RFFC icon
4476
ALPS Active Equity Opportunity ETF
RFFC
$22.3M
$44K ﹤0.01%
1,173
ALCO icon
4477
Alico
ALCO
$260M
$43K ﹤0.01%
1,517
-56
-4% -$1.59K
DIEM icon
4478
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$22.7M
$43K ﹤0.01%
2,128
-1,150
-35% -$23.2K
RICK icon
4479
RCI Hospitality Holdings
RICK
$246M
$43K ﹤0.01%
660
+202
+44% +$13.2K
CTIC
4480
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$43K ﹤0.01%
7,426
+1,575
+27% +$9.12K
AMTB icon
4481
Amerant Bancorp
AMTB
$889M
$42K ﹤0.01%
1,696
-803
-32% -$19.9K
AVD icon
4482
American Vanguard Corp
AVD
$165M
$42K ﹤0.01%
2,234
-24,823
-92% -$467K
BY icon
4483
Byline Bancorp
BY
$1.34B
$42K ﹤0.01%
2,074
-107
-5% -$2.17K
FTHI icon
4484
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$1.57B
$42K ﹤0.01%
2,251
ITOS
4485
DELISTED
iTeos Therapeutics
ITOS
$42K ﹤0.01%
2,224
-221
-9% -$4.17K
PLBY icon
4486
Playboy, Inc. Common Stock
PLBY
$175M
$42K ﹤0.01%
10,647
-1,049
-9% -$4.14K
RCKY icon
4487
Rocky Brands
RCKY
$229M
$42K ﹤0.01%
2,125
-70
-3% -$1.38K
RELY icon
4488
Remitly
RELY
$3.57B
$42K ﹤0.01%
3,764
+1,411
+60% +$15.7K
SFBC icon
4489
Sound Financial Bancorp
SFBC
$111M
$42K ﹤0.01%
1,015
-1
-0.1% -$41
VGZ icon
4490
Vista Gold
VGZ
$268M
$42K ﹤0.01%
80,428
ANIP icon
4491
ANI Pharmaceuticals
ANIP
$2.11B
$41K ﹤0.01%
1,300
-1,280
-50% -$40.4K
ARDX icon
4492
Ardelyx
ARDX
$1.55B
$41K ﹤0.01%
34,977
-3,338
-9% -$3.91K
DVOL icon
4493
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$80M
$41K ﹤0.01%
1,712
-1
-0.1% -$24
LEU icon
4494
Centrus Energy
LEU
$4.78B
$41K ﹤0.01%
1,015
-1
-0.1% -$40
MORT icon
4495
VanEck Mortgage REIT Income ETF
MORT
$330M
$41K ﹤0.01%
3,702
+3,052
+470% +$33.8K
NVRI icon
4496
Enviri
NVRI
$1.01B
$41K ﹤0.01%
10,884
-1,675
-13% -$6.31K
SVM
4497
Silvercorp Metals
SVM
$1.13B
$41K ﹤0.01%
17,615
+6,999
+66% +$16.3K
AZRE
4498
DELISTED
Azure Power Global Limited
AZRE
$41K ﹤0.01%
7,360
UPH
4499
DELISTED
UpHealth, Inc.
UPH
$41K ﹤0.01%
7,654
+107
+1% +$573
ARCO icon
4500
Arcos Dorados Holdings
ARCO
$1.42B
$40K ﹤0.01%
5,456
-2,037
-27% -$14.9K