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
RDWR icon
4576
Radware
RDWR
$1.14B
$34K ﹤0.01%
1,543
-2,509
-62% -$55.3K
SHC icon
4577
Sotera Health
SHC
$4.54B
$34K ﹤0.01%
4,937
-315
-6% -$2.17K
SNCY icon
4578
Sun Country Airlines
SNCY
$704M
$34K ﹤0.01%
2,446
+1,526
+166% +$21.2K
STGW icon
4579
Stagwell
STGW
$1.37B
$34K ﹤0.01%
4,982
+2,382
+92% +$16.3K
UBFO icon
4580
United Security Bancshares
UBFO
$170M
$34K ﹤0.01%
5,091
+5,000
+5,495% +$33.4K
ZLAB icon
4581
Zai Lab
ZLAB
$3.67B
$34K ﹤0.01%
1,000
-822
-45% -$27.9K
STER
4582
DELISTED
Sterling Check Corp. Common Stock
STER
$34K ﹤0.01%
1,926
-211
-10% -$3.73K
VCSA
4583
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
$34K ﹤0.01%
554
-14
-2% -$859
HNGR
4584
DELISTED
Hanger Inc.
HNGR
$34K ﹤0.01%
1,782
-4,093
-70% -$78.1K
ANIK icon
4585
Anika Therapeutics
ANIK
$129M
$33K ﹤0.01%
1,399
-378
-21% -$8.92K
BRT
4586
BRT Apartments
BRT
$298M
$33K ﹤0.01%
1,631
-118
-7% -$2.39K
FPEI icon
4587
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.71B
$33K ﹤0.01%
1,918
+854
+80% +$14.7K
ILPT
4588
Industrial Logistics Properties Trust
ILPT
$428M
$33K ﹤0.01%
6,099
-73,682
-92% -$399K
JPEM icon
4589
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$346M
$33K ﹤0.01%
733
-571
-44% -$25.7K
MMYT icon
4590
MakeMyTrip
MMYT
$9.45B
$33K ﹤0.01%
1,059
-15,972
-94% -$498K
NGD
4591
New Gold Inc
NGD
$5.1B
$33K ﹤0.01%
36,473
-1,000
-3% -$905
OXSQ icon
4592
Oxford Square Capital
OXSQ
$158M
$33K ﹤0.01%
11,015
+10,209
+1,267% +$30.6K
PL icon
4593
Planet Labs
PL
$3.27B
$33K ﹤0.01%
6,058
-1,497
-20% -$8.16K
SPDV icon
4594
AAM S&P 500 High Dividend Value ETF
SPDV
$74.7M
$33K ﹤0.01%
1,299
+8
+0.6% +$203
UBCP icon
4595
United Bancorp
UBCP
$78.4M
$33K ﹤0.01%
2,037
+2,001
+5,558% +$32.4K
UNB icon
4596
Union Bankshares
UNB
$118M
$33K ﹤0.01%
1,427
HAYN
4597
DELISTED
Haynes International, Inc.
HAYN
$33K ﹤0.01%
965
-3,543
-79% -$121K
ZIVO
4598
DELISTED
Zivo Bioscience, Inc. Common Stock
ZIVO
$33K ﹤0.01%
1,956
BBIG
4599
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
$33K ﹤0.01%
1,801
+1,594
+770% +$29.2K
BIOX icon
4600
Bioceres Crop Solutions
BIOX
$107M
$32K ﹤0.01%
2,482
+1,100
+80% +$14.2K