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
GAN
5176
DELISTED
GAN Ltd
GAN
$8K ﹤0.01%
3,508
-111
-3% -$253
GOCO icon
5177
GoHealth
GOCO
$76.7M
$8K ﹤0.01%
1,460
+88
+6% +$482
HAUZ icon
5178
Xtrackers International Real Estate ETF
HAUZ
$911M
$8K ﹤0.01%
409
+311
+317% +$6.08K
HIPO icon
5179
Hippo Holdings
HIPO
$926M
$8K ﹤0.01%
436
+274
+169% +$5.03K
IMNM icon
5180
Immunome
IMNM
$783M
$8K ﹤0.01%
1,851
-1
-0.1% -$4
KBWR icon
5181
Invesco KBW Regional Banking ETF
KBWR
$52.5M
$8K ﹤0.01%
152
-62
-29% -$3.26K
KELYB
5182
Kelly Services Class B
KELYB
$8K ﹤0.01%
585
TBHC
5183
The Brand House Collective, Inc. Common Stock
TBHC
$41.8M
$8K ﹤0.01%
2,576
-5
-0.2% -$16
MEOH icon
5184
Methanex
MEOH
$3.03B
$8K ﹤0.01%
247
-2,604
-91% -$84.3K
MNTS icon
5185
Momentus
MNTS
$13.8M
$8K ﹤0.01%
8
-5
-38% -$5K
MRAM icon
5186
Everspin Technologies
MRAM
$178M
$8K ﹤0.01%
1,203
-2
-0.2% -$13
MVST icon
5187
Microvast
MVST
$1.09B
$8K ﹤0.01%
4,490
-2,047
-31% -$3.65K
LUXE
5188
LuxExperience B.V. American Depositary Shares, each representing one Ordinary Share
LUXE
$1.21B
$8K ﹤0.01%
700
OLB icon
5189
OLB
OLB
$11.4M
$8K ﹤0.01%
807
+301
+59% +$2.98K
ONDS icon
5190
Ondas Holdings
ONDS
$1.99B
$8K ﹤0.01%
2,152
+609
+39% +$2.26K
PBUS icon
5191
Invesco MSCI USA ETF
PBUS
$8.7B
$8K ﹤0.01%
215
-217
-50% -$8.07K
PRQR icon
5192
ProQR Therapeutics
PRQR
$217M
$8K ﹤0.01%
10,996
PSFE.WS icon
5193
Paysafe Limited Warrants, exercisable for one Common Share of Paysafe Limited at a price of $138.00 per share
PSFE.WS
$1.03M
$8K ﹤0.01%
50,000
PVBC icon
5194
Provident Bancorp
PVBC
$226M
$8K ﹤0.01%
505
-151
-23% -$2.39K
PXLW icon
5195
Pixelworks
PXLW
$54.5M
$8K ﹤0.01%
369
-42
-10% -$911
SACH
5196
Sachem Capital Corp
SACH
$55.4M
$8K ﹤0.01%
2,256
+22
+1% +$78
SB icon
5197
Safe Bulkers
SB
$467M
$8K ﹤0.01%
3,100
+2,657
+600% +$6.86K
SBS icon
5198
Sabesp
SBS
$16.4B
$8K ﹤0.01%
962
+47
+5% +$391
STRO icon
5199
Sutro Biopharma
STRO
$72.3M
$8K ﹤0.01%
1,318
-1,434
-52% -$8.7K
VEL icon
5200
Velocity Financial
VEL
$703M
$8K ﹤0.01%
706
-89
-11% -$1.01K