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
CALA
4976
DELISTED
Calithera Biosciences, Inc
CALA
$14K ﹤0.01%
4,876
-1
-0% -$3
SMLR icon
4977
Semler Scientific
SMLR
$431M
$14K ﹤0.01%
368
+100
+37% +$3.8K
WGS icon
4978
GeneDx Holdings
WGS
$3.67B
$14K ﹤0.01%
504
+388
+334% +$10.8K
TPC
4979
Tutor Perini Corporation
TPC
$3.37B
$14K ﹤0.01%
2,414
-2,362
-49% -$13.7K
EGIO
4980
DELISTED
Edgio, Inc. Common Stock
EGIO
$14K ﹤0.01%
125
-121
-49% -$13.6K
CONN
4981
DELISTED
Conn's Inc.
CONN
$14K ﹤0.01%
2,014
-370
-16% -$2.57K
ACET icon
4982
Adicet Bio
ACET
$67.6M
$13K ﹤0.01%
923
+630
+215% +$8.87K
ADME icon
4983
Aptus Behavioral Momentum ETF
ADME
$241M
$13K ﹤0.01%
401
ANAB icon
4984
AnaptysBio
ANAB
$543M
$13K ﹤0.01%
538
-558
-51% -$13.5K
ATAI icon
4985
ATAI Life Sciences
ATAI
$988M
$13K ﹤0.01%
4,000
AU icon
4986
AngloGold Ashanti
AU
$32.6B
$13K ﹤0.01%
969
-990
-51% -$13.3K
BCH icon
4987
Banco de Chile
BCH
$15B
$13K ﹤0.01%
763
-1,847
-71% -$31.5K
BZH icon
4988
Beazer Homes USA
BZH
$757M
$13K ﹤0.01%
1,275
+196
+18% +$2K
CDRE icon
4989
Cadre Holdings
CDRE
$1.34B
$13K ﹤0.01%
543
+95
+21% +$2.27K
DEED icon
4990
First Trust Securitized Plus ETF
DEED
$73.4M
$13K ﹤0.01%
616
-42
-6% -$886
DRMA icon
4991
Dermata Therapeutics
DRMA
$4.02M
$13K ﹤0.01%
10
+5
+100% +$6.5K
DTIL icon
4992
Precision BioSciences
DTIL
$53.4M
$13K ﹤0.01%
339
-26
-7% -$997
ECC
4993
Eagle Point Credit Co
ECC
$884M
$13K ﹤0.01%
1,200
FKU icon
4994
First Trust United Kingdom AlphaDEX Fund
FKU
$72M
$13K ﹤0.01%
501
FLWS icon
4995
1-800-Flowers.com
FLWS
$339M
$13K ﹤0.01%
2,138
-1,203
-36% -$7.32K
GALT icon
4996
Galectin Therapeutics
GALT
$283M
$13K ﹤0.01%
8,522
-6
-0.1% -$9
HDSN icon
4997
Hudson Technologies
HDSN
$450M
$13K ﹤0.01%
1,732
-5,142
-75% -$38.6K
INDS icon
4998
Pacer Industrial Real Estate ETF
INDS
$125M
$13K ﹤0.01%
375
+374
+37,400% +$13K
KPLT icon
4999
Katapult Holdings
KPLT
$92.4M
$13K ﹤0.01%
512
+6
+1% +$152
LDI icon
5000
loanDepot
LDI
$955M
$13K ﹤0.01%
10,108
-529,549
-98% -$681K