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
PINK icon
5351
Simplify Health Care ETF
PINK
$129M
$2.66K ﹤0.01%
+100
New +$2.66K
FLCA icon
5352
Franklin FTSE Canada ETF
FLCA
$477M
$2.65K ﹤0.01%
89
-3,281
-97% -$97.5K
OUST icon
5353
Ouster
OUST
$2B
$2.65K ﹤0.01%
307
-315
-51% -$2.72K
ORIC icon
5354
Oric Pharmaceuticals
ORIC
$1.03B
$2.65K ﹤0.01%
449
+5
+1% +$29
NAGE
5355
Niagen Bioscience
NAGE
$786M
$2.64K ﹤0.01%
1,571
+39
+3% +$66
KALA icon
5356
KALA BIO
KALA
$138M
$2.63K ﹤0.01%
69
-49
-42% -$1.87K
APEN
5357
DELISTED
Apollo Endosurgery, Inc.
APEN
$2.63K ﹤0.01%
264
+12
+5% +$120
WWR icon
5358
Westwater Resources
WWR
$63.9M
$2.63K ﹤0.01%
3,327
+13
+0.4% +$10
KOPN icon
5359
Kopin
KOPN
$438M
$2.63K ﹤0.01%
2,118
-76
-3% -$94
UROY
5360
Uranium Royalty Corp
UROY
$496M
$2.61K ﹤0.01%
1,100
ZH
5361
Zhihu
ZH
$457M
$2.6K ﹤0.01%
333
LOV
5362
DELISTED
Spark Networks SE American Depositary Shares
LOV
$2.6K ﹤0.01%
4,000
HLGN
5363
DELISTED
Heliogen, Inc.
HLGN
$2.59K ﹤0.01%
106
-49
-32% -$1.2K
LUNG icon
5364
Pulmonx
LUNG
$68.9M
$2.57K ﹤0.01%
305
-835
-73% -$7.04K
LYLT
5365
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
$2.57K ﹤0.01%
1,065
-6,672
-86% -$16.1K
BCAB icon
5366
BioAtla
BCAB
$36.5M
$2.57K ﹤0.01%
311
+73
+31% +$602
VLTA
5367
DELISTED
Volta Inc.
VLTA
$2.56K ﹤0.01%
7,196
-22,116
-75% -$7.86K
ARTY
5368
iShares Future AI & Tech ETF
ARTY
$1.52B
$2.55K ﹤0.01%
100
-1
-1% -$26
LEXX icon
5369
Lexaria Bioscience
LEXX
$24.3M
$2.55K ﹤0.01%
1,035
+1
+0.1% +$2
PDEC icon
5370
Innovator US Equity Power Buffer ETF December
PDEC
$1.02B
$2.54K ﹤0.01%
+85
New +$2.54K
DIBS icon
5371
1stdibs.com
DIBS
$104M
$2.54K ﹤0.01%
500
-572
-53% -$2.91K
HMPT
5372
DELISTED
Home Point Capital, Inc Common Stock
HMPT
$2.52K ﹤0.01%
1,838
-29,324
-94% -$40.2K
SYRS
5373
DELISTED
Syros Pharmaceuticals, Inc. Common Stock
SYRS
$2.51K ﹤0.01%
700
+1
+0.1% +$4
PRNT icon
5374
The 3D Printing ETF
PRNT
$78.4M
$2.5K ﹤0.01%
122
SCPL
5375
DELISTED
SciPlay Corporation Class A Common Stock
SCPL
$2.49K ﹤0.01%
155
-2
-1% -$32