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
FUTU icon
4901
Futu Holdings
FUTU
$24.4B
$17K ﹤0.01%
456
-846
-65% -$31.5K
GLDD icon
4902
Great Lakes Dredge & Dock
GLDD
$825M
$17K ﹤0.01%
2,170
-748
-26% -$5.86K
GLDI icon
4903
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033
GLDI
$36.6M
$17K ﹤0.01%
117
GLIN icon
4904
VanEck India Growth Leaders ETF
GLIN
$130M
$17K ﹤0.01%
532
+295
+124% +$9.43K
HAYW icon
4905
Hayward Holdings
HAYW
$3.37B
$17K ﹤0.01%
1,932
-1,052
-35% -$9.26K
IAG icon
4906
IAMGOLD
IAG
$6.34B
$17K ﹤0.01%
14,988
+7,812
+109% +$8.86K
LIND icon
4907
Lindblad Expeditions
LIND
$710M
$17K ﹤0.01%
2,525
-1,564
-38% -$10.5K
MRBK icon
4908
Meridian
MRBK
$175M
$17K ﹤0.01%
1,108
-2
-0.2% -$31
OOMA icon
4909
Ooma
OOMA
$350M
$17K ﹤0.01%
1,417
-224
-14% -$2.69K
QGRO icon
4910
American Century US Quality Growth ETF
QGRO
$1.98B
$17K ﹤0.01%
301
RCEL icon
4911
Avita Medical
RCEL
$158M
$17K ﹤0.01%
3,166
+999
+46% +$5.36K
SLVO icon
4912
Credit Suisse X-Links Silver Shares Covered Call ETNs due April 21 2033
SLVO
$15.9M
$17K ﹤0.01%
223
SQLV icon
4913
Royce Quant Small-Cap Quality Value ETF
SQLV
$27.9M
$17K ﹤0.01%
540
TAL icon
4914
TAL Education Group
TAL
$6.91B
$17K ﹤0.01%
3,454
-403
-10% -$1.98K
DO
4915
DELISTED
Diamond Offshore Drilling, Inc.
DO
$17K ﹤0.01%
2,534
-4,576
-64% -$30.7K
HEWG
4916
DELISTED
iShares Currency Hedged MSCI Germany ETF
HEWG
$17K ﹤0.01%
717
-5,728
-89% -$136K
AJXA
4917
DELISTED
Great Ajax Corp.7.25% Convertible Senior Notes due 2024
AJXA
$17K ﹤0.01%
723
IRNT
4918
DELISTED
IronNet, Inc.
IRNT
$17K ﹤0.01%
24,404
-9,569
-28% -$6.67K
STON
4919
DELISTED
StoneMor Inc.
STON
$17K ﹤0.01%
4,961
-425
-8% -$1.46K
BBGI icon
4920
Beasley Broadcasting Group
BBGI
$10M
$16K ﹤0.01%
771
BKSY icon
4921
BlackSky Technology
BKSY
$680M
$16K ﹤0.01%
1,309
+11
+0.8% +$134
CRWS icon
4922
Crown Crafts
CRWS
$30.7M
$16K ﹤0.01%
2,860
+799
+39% +$4.47K
EXK
4923
Endeavour Silver
EXK
$1.89B
$16K ﹤0.01%
5,100
FET icon
4924
Forum Energy Technologies
FET
$316M
$16K ﹤0.01%
722
-42,100
-98% -$933K
FLUX icon
4925
Flux Power
FLUX
$46.8M
$16K ﹤0.01%
6,354
-1
-0% -$3