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
MPAA icon
4776
Motorcar Parts of America
MPAA
$319M
$22K ﹤0.01%
1,419
-130
-8% -$2.02K
NEXT icon
4777
NextDecade
NEXT
$1.74B
$22K ﹤0.01%
3,585
-188
-5% -$1.15K
POLA icon
4778
Polar Power
POLA
$6.53M
$22K ﹤0.01%
1,307
+2
+0.2% +$34
PWOD
4779
DELISTED
Penns Woods Bancorp
PWOD
$22K ﹤0.01%
945
-1
-0.1% -$23
RKDA icon
4780
Arcadia Biosciences
RKDA
$4.78M
$22K ﹤0.01%
1,053
-50
-5% -$1.05K
RYAM icon
4781
Rayonier Advanced Materials
RYAM
$478M
$22K ﹤0.01%
6,983
-569
-8% -$1.79K
SLS icon
4782
SELLAS Life Sciences
SLS
$175M
$22K ﹤0.01%
11,136
-1
-0% -$2
UFI icon
4783
UNIFI
UFI
$85.9M
$22K ﹤0.01%
2,301
-163
-7% -$1.56K
VSGX icon
4784
Vanguard ESG International Stock ETF
VSGX
$5.2B
$22K ﹤0.01%
491
-201
-29% -$9.01K
TBCH
4785
Turtle Beach Corporation Common Stock
TBCH
$301M
$22K ﹤0.01%
3,137
-966
-24% -$6.78K
HT
4786
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$22K ﹤0.01%
2,672
-568
-18% -$4.68K
EQRX
4787
DELISTED
EQRx, Inc. Common Stock
EQRX
$22K ﹤0.01%
4,397
+133
+3% +$665
SDC
4788
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$22K ﹤0.01%
23,731
+5
+0% +$5
ACOR
4789
DELISTED
Acorda Therapeutics, Inc.
ACOR
$22K ﹤0.01%
3,737
+3
+0.1% +$18
ABOS icon
4790
Acumen Pharmaceuticals
ABOS
$77.5M
$21K ﹤0.01%
2,090
+1,520
+267% +$15.3K
BXC icon
4791
BlueLinx
BXC
$613M
$21K ﹤0.01%
318
-68
-18% -$4.49K
CRMD icon
4792
CorMedix
CRMD
$853M
$21K ﹤0.01%
7,439
+6,014
+422% +$17K
EGY icon
4793
Vaalco Energy
EGY
$445M
$21K ﹤0.01%
4,767
-485
-9% -$2.14K
FSIG icon
4794
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.34B
$21K ﹤0.01%
+1,150
New +$21K
LZ icon
4795
LegalZoom.com
LZ
$1.96B
$21K ﹤0.01%
2,452
+20
+0.8% +$171
MMIN icon
4796
IQ MacKay Municipal Insured ETF
MMIN
$342M
$21K ﹤0.01%
900
PCB icon
4797
PCB Bancorp
PCB
$312M
$21K ﹤0.01%
1,133
-15,021
-93% -$278K
PRCT icon
4798
Procept Biorobotics
PRCT
$2.09B
$21K ﹤0.01%
514
-83
-14% -$3.39K
TBPH icon
4799
Theravance Biopharma
TBPH
$707M
$21K ﹤0.01%
2,022
-585
-22% -$6.08K
TMC icon
4800
TMC The Metals Company
TMC
$2.21B
$21K ﹤0.01%
20,260
+10,760
+113% +$11.2K