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
HMY icon
4926
Harmony Gold Mining
HMY
$9.26B
$16K ﹤0.01%
6,600
-1
-0% -$2
IMRX icon
4927
Immuneering
IMRX
$335M
$16K ﹤0.01%
1,121
+1,066
+1,938% +$15.2K
KNSA icon
4928
Kiniksa Pharmaceuticals
KNSA
$2.63B
$16K ﹤0.01%
1,217
-315
-21% -$4.14K
MIRM icon
4929
Mirum Pharmaceuticals
MIRM
$3.67B
$16K ﹤0.01%
737
+284
+63% +$6.17K
OIS icon
4930
Oil States International
OIS
$348M
$16K ﹤0.01%
4,141
-405
-9% -$1.57K
SCYX icon
4931
SCYNEXIS
SCYX
$41.5M
$16K ﹤0.01%
6,919
-4
-0.1% -$9
SENEA icon
4932
Seneca Foods Class A
SENEA
$736M
$16K ﹤0.01%
327
-70
-18% -$3.43K
VRDN icon
4933
Viridian Therapeutics
VRDN
$1.52B
$16K ﹤0.01%
808
+194
+32% +$3.84K
AMTI
4934
DELISTED
Applied Molecular Transport Inc. Common Stock
AMTI
$16K ﹤0.01%
16,211
+2
+0% +$2
IDLB
4935
DELISTED
Invesco FTSE International Low Beta Equal Weight ETF
IDLB
$16K ﹤0.01%
766
ECOM
4936
DELISTED
CHANNELADVISOR CORPORATION
ECOM
$16K ﹤0.01%
723
+263
+57% +$5.82K
USLB
4937
DELISTED
Invesco Russell 1000 Low Beta Equal Weight ETF
USLB
$16K ﹤0.01%
473
ALLK
4938
DELISTED
Allakos
ALLK
$15K ﹤0.01%
2,480
+854
+53% +$5.17K
CDXS icon
4939
Codexis
CDXS
$225M
$15K ﹤0.01%
2,446
-9,759
-80% -$59.8K
CHMI
4940
Cherry Hill Mortgage Investment Corp
CHMI
$94.1M
$15K ﹤0.01%
3,073
+3
+0.1% +$15
DCGO icon
4941
DocGo
DCGO
$150M
$15K ﹤0.01%
1,474
-761
-34% -$7.74K
DMRC icon
4942
Digimarc
DMRC
$224M
$15K ﹤0.01%
1,096
+354
+48% +$4.85K
EVX icon
4943
VanEck Environmental Services ETF
EVX
$90.6M
$15K ﹤0.01%
590
+20
+4% +$508
GNE icon
4944
Genie Energy
GNE
$395M
$15K ﹤0.01%
1,663
-9
-0.5% -$81
LPL icon
4945
LG Display
LPL
$4.8B
$15K ﹤0.01%
3,643
MLNK icon
4946
MeridianLink
MLNK
$1.48B
$15K ﹤0.01%
926
+341
+58% +$5.52K
MOD icon
4947
Modine Manufacturing
MOD
$8.05B
$15K ﹤0.01%
1,144
-504
-31% -$6.61K
MYPS icon
4948
PLAYSTUDIOS Inc
MYPS
$120M
$15K ﹤0.01%
4,328
-837
-16% -$2.9K
PSNL icon
4949
Personalis
PSNL
$508M
$15K ﹤0.01%
5,196
+4,336
+504% +$12.5K
RSVR icon
4950
Reservoir Media
RSVR
$511M
$15K ﹤0.01%
3,024
-198
-6% -$982