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
AEHR icon
4851
Aehr Test Systems
AEHR
$898M
$13.5K ﹤0.01%
672
+8
+1% +$161
NUAG icon
4852
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$59.7M
$13.5K ﹤0.01%
660
-565
-46% -$11.6K
WTTR icon
4853
Select Water Solutions
WTTR
$1.05B
$13.5K ﹤0.01%
1,460
-635
-30% -$5.87K
ADME icon
4854
Aptus Behavioral Momentum ETF
ADME
$243M
$13.5K ﹤0.01%
401
BBLU icon
4855
EA Bridgeway Blue Chip ETF
BBLU
$319M
$13.4K ﹤0.01%
+1,667
New +$13.4K
KNSA icon
4856
Kiniksa Pharmaceuticals
KNSA
$2.62B
$13.4K ﹤0.01%
894
-323
-27% -$4.84K
MESO
4857
Mesoblast
MESO
$2.18B
$13.4K ﹤0.01%
2,300
TBNK
4858
DELISTED
Territorial Bancorp Inc.
TBNK
$13.4K ﹤0.01%
557
+1
+0.2% +$24
CRESY
4859
Cresud
CRESY
$538M
$13.4K ﹤0.01%
2,060
ENFY
4860
Enlightify Inc
ENFY
$15.5M
$13.3K ﹤0.01%
+3,301
New +$13.3K
FCTR icon
4861
First Trust Lunt US Factor Rotation ETF
FCTR
$60.3M
$13.3K ﹤0.01%
+476
New +$13.3K
HIFS icon
4862
Hingham Institution for Saving
HIFS
$620M
$13.2K ﹤0.01%
48
-34
-41% -$9.38K
VSGX icon
4863
Vanguard ESG International Stock ETF
VSGX
$5.16B
$13.2K ﹤0.01%
269
-222
-45% -$10.9K
MYPS icon
4864
PLAYSTUDIOS Inc
MYPS
$125M
$13.2K ﹤0.01%
3,410
-918
-21% -$3.56K
SQSP
4865
DELISTED
Squarespace, Inc.
SQSP
$13.2K ﹤0.01%
596
-689
-54% -$15.3K
RNGR icon
4866
Ranger Energy Services
RNGR
$300M
$13.2K ﹤0.01%
1,195
+3
+0.3% +$33
MOG.B icon
4867
Moog Inc Class B
MOG.B
$13.1K ﹤0.01%
151
PRT
4868
PermRock Royalty Trust Unit
PRT
$46.4M
$13.1K ﹤0.01%
1,701
+1
+0.1% +$8
JYNT icon
4869
The Joint Corp
JYNT
$153M
$13K ﹤0.01%
932
-434
-32% -$6.07K
CELU icon
4870
Celularity
CELU
$59.3M
$13K ﹤0.01%
1,009
-109
-10% -$1.41K
EPR.PRE icon
4871
EPR Properties 9.00% Series E Preferred Shares
EPR.PRE
$110M
$12.9K ﹤0.01%
501
+500
+50,000% +$12.9K
TBRG icon
4872
TruBridge
TBRG
$327M
$12.9K ﹤0.01%
473
-462
-49% -$12.6K
SLDP icon
4873
Solid Power
SLDP
$756M
$12.8K ﹤0.01%
5,052
-5,735
-53% -$14.6K
QEMM icon
4874
SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$41.7M
$12.8K ﹤0.01%
240
+1
+0.4% +$53
REAX icon
4875
Real Brokerage
REAX
$1.03B
$12.8K ﹤0.01%
12,001
+10,001
+500% +$10.6K