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
MUX icon
4876
McEwen Inc.
MUX
$730M
$18K ﹤0.01%
5,702
+4,997
+709% +$15.8K
NERV icon
4877
Minerva Neurosciences
NERV
$15.1M
$18K ﹤0.01%
1,973
-196
-9% -$1.79K
PRPH icon
4878
ProPhase Labs
PRPH
$17.5M
$18K ﹤0.01%
1,616
+1
+0.1% +$11
SHBI icon
4879
Shore Bancshares
SHBI
$563M
$18K ﹤0.01%
1,045
-1,138
-52% -$19.6K
SMWB icon
4880
Similarweb
SMWB
$827M
$18K ﹤0.01%
3,138
SNCR icon
4881
Synchronoss Technologies
SNCR
$71.3M
$18K ﹤0.01%
1,655
-11
-0.7% -$120
TTI icon
4882
TETRA Technologies
TTI
$677M
$18K ﹤0.01%
4,947
-1,461
-23% -$5.32K
WHG icon
4883
Westwood Holdings Group
WHG
$157M
$18K ﹤0.01%
1,906
-48
-2% -$453
XENE icon
4884
Xenon Pharmaceuticals
XENE
$2.83B
$18K ﹤0.01%
+500
New +$18K
YMAB
4885
DELISTED
Y-mAbs Therapeutics
YMAB
$18K ﹤0.01%
1,291
-242
-16% -$3.37K
ZEUS icon
4886
Olympic Steel
ZEUS
$369M
$18K ﹤0.01%
756
-368
-33% -$8.76K
ASXC
4887
DELISTED
Asensus Surgical, Inc.
ASXC
$18K ﹤0.01%
40,057
-1,085
-3% -$488
SCX
4888
DELISTED
The L.S. Starrett Company
SCX
$18K ﹤0.01%
2,045
+3
+0.1% +$26
CONXU
4889
DELISTED
CONX Corp. Unit
CONXU
$18K ﹤0.01%
1,757
-40
-2% -$410
ARAV
4890
DELISTED
Aravive, Inc. Common Stock
ARAV
$18K ﹤0.01%
22,613
-14
-0.1% -$11
TRHC
4891
DELISTED
Tabula Rasa HealthCare, Inc. Common Stock
TRHC
$18K ﹤0.01%
3,664
+3
+0.1% +$15
MGI
4892
DELISTED
MoneyGram International, Inc. New
MGI
$18K ﹤0.01%
1,742
-838
-32% -$8.66K
TCRR
4893
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$18K ﹤0.01%
10,213
+3,348
+49% +$5.9K
RIDE
4894
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
$18K ﹤0.01%
644
-177
-22% -$4.95K
CYAD
4895
DELISTED
Celyad Oncology SA American Depositary Shares
CYAD
$18K ﹤0.01%
12,870
-1,000
-7% -$1.4K
AVYA
4896
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
$18K ﹤0.01%
10,708
-502
-4% -$844
YELL
4897
DELISTED
Yellow Corporation Common Stock
YELL
$18K ﹤0.01%
3,560
-1,981
-36% -$10K
ACVA icon
4898
ACV Auctions
ACVA
$1.76B
$17K ﹤0.01%
2,360
-1,030
-30% -$7.42K
CSAN icon
4899
Cosan
CSAN
$2.7B
$17K ﹤0.01%
1,342
+997
+289% +$12.6K
EFIV icon
4900
SPDR S&P 500 ESG ETF
EFIV
$1.16B
$17K ﹤0.01%
+504
New +$17K