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
AUMN
5251
DELISTED
Golden Minerals Company
AUMN
$7K ﹤0.01%
1,132
CHIE
5252
DELISTED
Global X MSCI China Energy ETF
CHIE
$7K ﹤0.01%
450
ADAP
5253
Adaptimmune Therapeutics
ADAP
$21M
$6K ﹤0.01%
6,200
AIRG icon
5254
Airgain
AIRG
$51.5M
$6K ﹤0.01%
911
-8
-0.9% -$53
ARAY icon
5255
Accuray
ARAY
$187M
$6K ﹤0.01%
3,116
-177
-5% -$341
AURA icon
5256
Aura Biosciences
AURA
$391M
$6K ﹤0.01%
310
-120
-28% -$2.32K
AZUL
5257
DELISTED
Azul
AZUL
$6K ﹤0.01%
699
+200
+40% +$1.72K
BKKT icon
5258
Bakkt Holdings
BKKT
$161M
$6K ﹤0.01%
116
-4
-3% -$207
BWEN icon
5259
Broadwind
BWEN
$50.2M
$6K ﹤0.01%
1,989
-998
-33% -$3.01K
CPSS icon
5260
Consumer Portfolio Services
CPSS
$186M
$6K ﹤0.01%
825
-140
-15% -$1.02K
CTSO icon
5261
Cytosorbents Corp
CTSO
$59.6M
$6K ﹤0.01%
4,513
-38
-0.8% -$51
CTXR icon
5262
Citius Pharmaceuticals
CTXR
$20.6M
$6K ﹤0.01%
196
DFAU icon
5263
Dimensional US Core Equity Market ETF
DFAU
$9.29B
$6K ﹤0.01%
229
+154
+205% +$4.04K
DRD
5264
DRDGold
DRD
$2.06B
$6K ﹤0.01%
1,001
+501
+100% +$3K
EDRY icon
5265
EuroDry
EDRY
$34.7M
$6K ﹤0.01%
436
-1,000
-70% -$13.8K
ERAS icon
5266
Erasca
ERAS
$494M
$6K ﹤0.01%
789
+168
+27% +$1.28K
FEAM icon
5267
5E Advanced Materials
FEAM
$89.8M
$6K ﹤0.01%
25
-13
-34% -$3.12K
FINV
5268
FinVolution Group
FINV
$2.02B
$6K ﹤0.01%
1,500
-1,250
-45% -$5K
FRST icon
5269
Primis Financial Corp
FRST
$267M
$6K ﹤0.01%
454
-220
-33% -$2.91K
GBTG icon
5270
American Express Global Business Travel
GBTG
$4.42B
$6K ﹤0.01%
1,079
+79
+8% +$439
JEMA icon
5271
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.29B
$6K ﹤0.01%
+200
New +$6K
NXDR
5272
Nextdoor Holdings
NXDR
$871M
$6K ﹤0.01%
2,256
+201
+10% +$535
LCTX icon
5273
Lineage Cell Therapeutics
LCTX
$320M
$6K ﹤0.01%
5,507
-2,998
-35% -$3.27K
MFIN icon
5274
Medallion Financial
MFIN
$244M
$6K ﹤0.01%
827
-12
-1% -$87
NL icon
5275
NL Industries
NL
$299M
$6K ﹤0.01%
779
-61
-7% -$470