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
TGLS icon
4951
Tecnoglass
TGLS
$3.27B
$15K ﹤0.01%
732
-7,431
-91% -$152K
UDMY icon
4952
Udemy
UDMY
$1.08B
$15K ﹤0.01%
1,269
-380
-23% -$4.49K
VERX icon
4953
Vertex
VERX
$4.07B
$15K ﹤0.01%
1,066
+775
+266% +$10.9K
WSBF icon
4954
Waterstone Financial
WSBF
$281M
$15K ﹤0.01%
925
-237
-20% -$3.84K
LEV
4955
DELISTED
The Lion Electric Company
LEV
$15K ﹤0.01%
5,377
+1,000
+23% +$2.79K
DMTK
4956
DELISTED
DermTech, Inc. Common Stock
DMTK
$15K ﹤0.01%
3,741
+402
+12% +$1.61K
MIMO
4957
DELISTED
Airspan Networks Holdings Inc.
MIMO
$15K ﹤0.01%
7,439
+3
+0% +$6
GRCL
4958
DELISTED
Gracell Biotechnologies Inc. American Depositary Shares
GRCL
$15K ﹤0.01%
4,630
-510
-10% -$1.65K
ABCM
4959
DELISTED
Abcam plc American Depositary Shares
ABCM
$15K ﹤0.01%
991
-44
-4% -$666
QUOT
4960
DELISTED
Quotient Technology Inc
QUOT
$15K ﹤0.01%
6,471
-76,774
-92% -$178K
ABUS icon
4961
Arbutus Biopharma
ABUS
$849M
$14K ﹤0.01%
7,922
+301
+4% +$532
BATT icon
4962
Amplify Lithium & Battery Technology ETF
BATT
$73.6M
$14K ﹤0.01%
1,103
CLAR icon
4963
Clarus
CLAR
$147M
$14K ﹤0.01%
1,026
-588
-36% -$8.02K
CMT icon
4964
Core Molding Technologies
CMT
$180M
$14K ﹤0.01%
1,448
-1
-0.1% -$10
FF icon
4965
Future Fuel
FF
$173M
$14K ﹤0.01%
2,223
+390
+21% +$2.46K
FSP
4966
Franklin Street Properties
FSP
$173M
$14K ﹤0.01%
5,313
-2,294
-30% -$6.05K
FUNC icon
4967
First United
FUNC
$235M
$14K ﹤0.01%
843
+125
+17% +$2.08K
GCI icon
4968
Gannett
GCI
$642M
$14K ﹤0.01%
8,750
-2,326
-21% -$3.72K
HUSV icon
4969
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$96.8M
$14K ﹤0.01%
459
-1
-0.2% -$31
INTG icon
4970
InterGroup Corp
INTG
$42.5M
$14K ﹤0.01%
270
KULR icon
4971
KULR Technology Group
KULR
$185M
$14K ﹤0.01%
1,306
+7
+0.5% +$75
NNDM
4972
Nano Dimension
NNDM
$319M
$14K ﹤0.01%
5,600
-4,383
-44% -$11K
PAY icon
4973
Paymentus
PAY
$4.14B
$14K ﹤0.01%
1,363
-605
-31% -$6.21K
QPX icon
4974
AdvisorShares Q Dynamic Growth ETF
QPX
$30M
$14K ﹤0.01%
668
ATNX
4975
DELISTED
Athenex, Inc. Common Stock
ATNX
$14K ﹤0.01%
2,536
+1,257
+98% +$6.94K