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
PLRX icon
5151
Pliant Therapeutics
PLRX
$89.6M
$9K ﹤0.01%
433
+75
+21% +$1.56K
PRPO icon
5152
Precipio
PRPO
$28.4M
$9K ﹤0.01%
558
REPL icon
5153
Replimune Group
REPL
$446M
$9K ﹤0.01%
517
-443
-46% -$7.71K
RUSHB icon
5154
Rush Enterprises Class B
RUSHB
$4.51B
$9K ﹤0.01%
294
-849
-74% -$26K
SPCX icon
5155
The SPAC and New Issue ETF
SPCX
$9.26M
$9K ﹤0.01%
330
TDUP icon
5156
ThredUp
TDUP
$1.29B
$9K ﹤0.01%
4,446
-2,536
-36% -$5.13K
TIGR
5157
UP Fintech Holding
TIGR
$1.96B
$9K ﹤0.01%
2,636
+236
+10% +$806
TOON icon
5158
Kartoon Studios
TOON
$39.8M
$9K ﹤0.01%
1,488
-55
-4% -$333
UPLD icon
5159
Upland Software
UPLD
$69.3M
$9K ﹤0.01%
1,154
-102
-8% -$795
MCBC
5160
DELISTED
Macatawa Bank Corp
MCBC
$9K ﹤0.01%
903
-1,267
-58% -$12.6K
ID
5161
DELISTED
PARTS iD, Inc.
ID
$9K ﹤0.01%
6,041
+2
+0% +$3
FFHG
5162
DELISTED
Formula Folios Hedged Growth ETF
FFHG
$9K ﹤0.01%
289
KLR
5163
DELISTED
Kaleyra, Inc.
KLR
$9K ﹤0.01%
2,714
+1,092
+67% +$3.62K
LYLT
5164
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
$9K ﹤0.01%
7,737
-2,952
-28% -$3.43K
SWI
5165
DELISTED
SolarWinds Corporation Common Stock
SWI
$9K ﹤0.01%
1,099
+498
+83% +$4.08K
PLM
5166
DELISTED
PolyMet Mining Corp.
PLM
$9K ﹤0.01%
3,089
-176
-5% -$513
ACB
5167
Aurora Cannabis
ACB
$281M
$8K ﹤0.01%
678
-60
-8% -$708
ACTV icon
5168
LeaderShares Activist Leaders ETF
ACTV
$10.9M
$8K ﹤0.01%
319
AKYA
5169
DELISTED
Akoya BioSciences
AKYA
$8K ﹤0.01%
729
-349
-32% -$3.83K
ALX
5170
Alexander's
ALX
$1.19B
$8K ﹤0.01%
38
-22
-37% -$4.63K
CNYA icon
5171
iShares MSCI China A ETF
CNYA
$219M
$8K ﹤0.01%
256
-129
-34% -$4.03K
DGRS icon
5172
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$370M
$8K ﹤0.01%
230
DJCO icon
5173
Daily Journal
DJCO
$610M
$8K ﹤0.01%
30
-13
-30% -$3.47K
DJD icon
5174
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$358M
$8K ﹤0.01%
201
-1
-0.5% -$40
DXLG icon
5175
Destination XL Group
DXLG
$76M
$8K ﹤0.01%
1,515
-477
-24% -$2.52K