Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
 

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
+1.75%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$193B
AUM Growth
Cap. Flow
+$192B
Cap. Flow %
99.63%
Top 10 Hldgs %
9.58%
Holding
5,893
New
5,572
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.94%
2 Industrials 9.82%
3 Financials 9.65%
4 Healthcare 8.78%
5 Consumer Discretionary 8.45%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GYRE icon
5451
Gyre Therapeutics
GYRE
$703M
$0 ﹤0.01%
+1
New
HIFS icon
5452
Hingham Institution for Saving
HIFS
$620M
$0 ﹤0.01%
+1
New
HSON icon
5453
Hudson Global
HSON
$32.9M
$0 ﹤0.01%
+84
New
HUSA icon
5454
Houston American Energy
HUSA
$279M
$0 ﹤0.01%
+100
New
HVT.A icon
5455
Haverty Furniture Companies Class A
HVT.A
$0 ﹤0.01%
+2
New
HWBK icon
5456
Hawthorn Bancshares
HWBK
$231M
$0 ﹤0.01%
+1
New
HWKN icon
5457
Hawkins
HWKN
$3.49B
$0 ﹤0.01%
+1
New
IBCP icon
5458
Independent Bank Corp
IBCP
$681M
$0 ﹤0.01%
+2
New
IBIO icon
5459
iBio
IBIO
$15.9M
$0 ﹤0.01%
+150
New
ICCC icon
5460
ImmuCell
ICCC
$57.9M
$0 ﹤0.01%
+1
New
IHT
5461
InnSuites Hospitality Trust
IHT
$17.1M
$0 ﹤0.01%
+3
New
IMNN icon
5462
Imunon
IMNN
$15M
$0 ﹤0.01%
+1
New
INFU icon
5463
InfuSystem Holdings
INFU
$220M
$0 ﹤0.01%
+1
New
KEQU icon
5464
Kewaunee Scientific
KEQU
$167M
$0 ﹤0.01%
+1
New
KFFB icon
5465
Kentucky First Federal Bancorp
KFFB
$25.9M
0
KOSS icon
5466
Koss Corp
KOSS
$58.1M
$0 ﹤0.01%
+1
New
KRNY icon
5467
Kearny Financial
KRNY
$424M
0
LARK icon
5468
Landmark Bancorp
LARK
$154M
0
LCUT icon
5469
Lifetime Brands
LCUT
$89.5M
$0 ﹤0.01%
+3
New
LEN.B icon
5470
Lennar Class B
LEN.B
$32.9B
0
LMAT icon
5471
LeMaitre Vascular
LMAT
$2.15B
$0 ﹤0.01%
+1
New
LWAY icon
5472
Lifeway Foods
LWAY
$464M
$0 ﹤0.01%
+1
New
MARPS icon
5473
Marine Petroleum Trust
MARPS
$9.7M
0
MCHX icon
5474
Marchex
MCHX
$86.6M
$0 ﹤0.01%
+1
New
MGIC
5475
Magic Software Enterprises
MGIC
$997M
$0 ﹤0.01%
+1
New