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
ATHX
5476
DELISTED
Athersys, Inc. Common Stock
ATHX
$1.58K ﹤0.01%
1,882
-623
-25% -$523
SDG icon
5477
iShares MSCI Global Sustainable Development Goals ETF
SDG
$173M
$1.58K ﹤0.01%
+20
New +$1.58K
NRDY icon
5478
Nerdy
NRDY
$166M
$1.58K ﹤0.01%
700
-1,716
-71% -$3.86K
NVGS icon
5479
Navigator Holdings
NVGS
$1.11B
$1.58K ﹤0.01%
132
+1
+0.8% +$12
CYCN icon
5480
Cyclerion Therapeutics
CYCN
$7.62M
$1.55K ﹤0.01%
118
+100
+556% +$1.32K
NODK icon
5481
NI Holdings
NODK
$289M
$1.55K ﹤0.01%
117
-13
-10% -$173
EQRX
5482
DELISTED
EQRx, Inc. Common Stock
EQRX
$1.55K ﹤0.01%
630
-3,767
-86% -$9.27K
CATX icon
5483
Perspective Therapeutics
CATX
$237M
$1.54K ﹤0.01%
625
+3
+0.5% +$7
HOFT icon
5484
Hooker Furnishings Corp
HOFT
$114M
$1.53K ﹤0.01%
82
+1
+1% +$19
NAVB
5485
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$1.53K ﹤0.01%
7,300
+2,345
+47% +$492
SMHI icon
5486
SEACOR Marine Holdings
SMHI
$184M
$1.53K ﹤0.01%
167
+4
+2% +$37
EFXT
5487
Enerflex
EFXT
$1.31B
$1.53K ﹤0.01%
+242
New +$1.53K
GLMD icon
5488
Galmed Pharmaceuticals
GLMD
$8M
$1.53K ﹤0.01%
17
-6
-26% -$538
PMTS icon
5489
CPI Card Group
PMTS
$177M
$1.52K ﹤0.01%
42
+1
+2% +$36
LPTV
5490
DELISTED
Loop Media, Inc.
LPTV
$1.51K ﹤0.01%
+228
New +$1.51K
TARA icon
5491
Protara Therapeutics
TARA
$123M
$1.5K ﹤0.01%
559
+1
+0.2% +$3
CLPT icon
5492
ClearPoint Neuro
CLPT
$318M
$1.49K ﹤0.01%
176
+5
+3% +$42
APPH
5493
DELISTED
AppHarvest, Inc. Common Stock
APPH
$1.49K ﹤0.01%
2,621
-1,789
-41% -$1.02K
KC
5494
Kingsoft Cloud Holdings
KC
$4.51B
$1.49K ﹤0.01%
388
+213
+122% +$816
TMDI
5495
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$1.47K ﹤0.01%
2,219
EGIO
5496
DELISTED
Edgio, Inc. Common Stock
EGIO
$1.45K ﹤0.01%
32
-93
-74% -$4.21K
ALPP
5497
DELISTED
Alpine 4 Holdings, Inc. Common Stock
ALPP
$1.44K ﹤0.01%
339
+3
+0.9% +$13
ISUN
5498
DELISTED
iSun, Inc. Common Stock
ISUN
$1.43K ﹤0.01%
1,067
+4
+0.4% +$5
ANNX icon
5499
Annexon
ANNX
$314M
$1.41K ﹤0.01%
272
+6
+2% +$31
EOCT icon
5500
Innovator Emerging Markets Power Buffer ETF October
EOCT
$81.1M
$1.4K ﹤0.01%
+63
New +$1.4K