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
CIZ
5426
DELISTED
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
$4K ﹤0.01%
132
CHIX
5427
DELISTED
Global X MSCI China Financials ETF
CHIX
$4K ﹤0.01%
400
NEWP
5428
New Pacific Metals
NEWP
$382M
$4K ﹤0.01%
+2,000
New +$4K
NRXP icon
5429
NRX Pharmaceuticals
NRXP
$71.3M
$4K ﹤0.01%
529
+6
+1% +$45
NXN icon
5430
Nuveen New York Tax-Free Income Portfolio
NXN
$47.3M
$4K ﹤0.01%
334
+333
+33,300% +$3.99K
ACDC icon
5431
ProFrac Holding
ACDC
$693M
$3K ﹤0.01%
213
+106
+99% +$1.49K
AMPY icon
5432
Amplify Energy
AMPY
$177M
$3K ﹤0.01%
535
-375
-41% -$2.1K
ANIX icon
5433
Anixa Biosciences
ANIX
$116M
$3K ﹤0.01%
702
APDN icon
5434
Applied DNA Sciences
APDN
$3.59M
-1
Closed -$7K
AUBN icon
5435
Auburn National Bancorp
AUBN
$90M
$3K ﹤0.01%
129
+1
+0.8% +$23
BARK icon
5436
BARK
BARK
$140M
$3K ﹤0.01%
1,608
-648
-29% -$1.21K
BDRY icon
5437
Breakwave Dry Bulk Shipping ETF
BDRY
$51.9M
$3K ﹤0.01%
345
BH icon
5438
Biglari Holdings Class B
BH
$973M
$3K ﹤0.01%
32
-8
-20% -$750
BLBD icon
5439
Blue Bird Corp
BLBD
$1.78B
$3K ﹤0.01%
367
-193
-34% -$1.58K
STEX
5440
Streamex Corp. Common Stock
STEX
$208M
$3K ﹤0.01%
567
+3
+0.5% +$16
BUYW icon
5441
Main BuyWrite ETF
BUYW
$832M
$3K ﹤0.01%
+272
New +$3K
CARZ icon
5442
First Trust Exchange-Traded Fund II First Trust S-Network Future Vehicles & Technology ETF
CARZ
$31.6M
$3K ﹤0.01%
+68
New +$3K
CHEK icon
5443
Check-Cap
CHEK
$14.7M
$3K ﹤0.01%
500
CIFR icon
5444
Cipher Mining
CIFR
$4.53B
$3K ﹤0.01%
1,994
+1,440
+260% +$2.17K
CRCT icon
5445
Cricut
CRCT
$1.39B
$3K ﹤0.01%
367
-824
-69% -$6.74K
CULP icon
5446
Culp
CULP
$56.7M
$3K ﹤0.01%
723
-1
-0.1% -$4
CVV icon
5447
CVD Equipment Corp
CVV
$20.3M
$3K ﹤0.01%
536
+499
+1,349% +$2.79K
DAKT icon
5448
Daktronics
DAKT
$1.17B
$3K ﹤0.01%
1,063
+10
+0.9% +$28
DBVT
5449
DBV Technologies
DBVT
$271M
$3K ﹤0.01%
186
DFCF icon
5450
Dimensional Core Fixed Income ETF
DFCF
$7.69B
$3K ﹤0.01%
+85
New +$3K