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
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BNGO icon
5151
Bionano Genomics
BNGO
$8.51M
$5.69K ﹤0.01%
7
-2
-22% -$1.63K
KLR
5152
DELISTED
Kaleyra, Inc.
KLR
$5.66K ﹤0.01%
2,143
-571
-21% -$1.51K
LFVN icon
5153
LifeVantage
LFVN
$135M
$5.61K ﹤0.01%
1,508
+2
+0.1% +$7
ENZ
5154
DELISTED
Enzo Biochem, Inc.
ENZ
$5.57K ﹤0.01%
3,892
+2,436
+167% +$3.48K
AFIB
5155
DELISTED
Acutus Medical Inc
AFIB
$5.56K ﹤0.01%
4,834
-196
-4% -$225
GSIT icon
5156
GSI Technology
GSIT
$106M
$5.56K ﹤0.01%
3,212
+2
+0.1% +$3
EVLV icon
5157
Evolv Technologies
EVLV
$1.38B
$5.55K ﹤0.01%
2,144
+1,236
+136% +$3.2K
OCUL icon
5158
Ocular Therapeutix
OCUL
$2.11B
$5.48K ﹤0.01%
1,950
-4,562
-70% -$12.8K
PALC icon
5159
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$289M
$5.45K ﹤0.01%
155
TDUP icon
5160
ThredUp
TDUP
$1.3B
$5.44K ﹤0.01%
4,155
-291
-7% -$381
HIPO icon
5161
Hippo Holdings
HIPO
$935M
$5.44K ﹤0.01%
400
-36
-8% -$490
CVV icon
5162
CVD Equipment Corp
CVV
$21.8M
$5.44K ﹤0.01%
987
+451
+84% +$2.49K
JSCP icon
5163
JPMorgan Short Duration Core Plus ETF
JSCP
$831M
$5.44K ﹤0.01%
119
CVAC icon
5164
CureVac
CVAC
$1.2B
$5.43K ﹤0.01%
901
+100
+12% +$603
OBLG icon
5165
Oblong
OBLG
$7.22M
$5.42K ﹤0.01%
77
MOVE icon
5166
Movano
MOVE
$4.88M
$5.41K ﹤0.01%
278
+1
+0.4% +$19
XOMA icon
5167
Xoma
XOMA
$444M
$5.41K ﹤0.01%
294
-48
-14% -$883
ARVL
5168
DELISTED
Arrival Ordinary Shares
ARVL
$5.41K ﹤0.01%
678
+174
+35% +$1.39K
DAIO icon
5169
Data I/O
DAIO
$30.1M
$5.38K ﹤0.01%
1,354
+1,301
+2,455% +$5.17K
NMRD
5170
DELISTED
Nemaura Medical, Inc. Common Stock
NMRD
$5.35K ﹤0.01%
3,117
+1
+0% +$2
CDZI icon
5171
Cadiz
CDZI
$355M
$5.34K ﹤0.01%
2,134
+5
+0.2% +$13
IGLD icon
5172
FT Vest Gold Strategy Target Income ETF
IGLD
$285M
$5.31K ﹤0.01%
+279
New +$5.31K
VSTM icon
5173
Verastem
VSTM
$557M
$5.3K ﹤0.01%
1,098
-6,110
-85% -$29.5K
IBDD
5174
DELISTED
iShares iBonds Mar 2023 Term Corporate ETF
IBDD
$5.3K ﹤0.01%
200
ATXI
5175
DELISTED
Avenue Therapeutics, Inc. Common Stock
ATXI
$5.29K ﹤0.01%
61