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
EMBK
5526
DELISTED
Embark Technology, Inc. Common Stock
EMBK
$3K ﹤0.01%
399
+332
+496% +$2.5K
DZSI
5527
DELISTED
DZS Inc. Common Stock
DZSI
$3K ﹤0.01%
309
-179
-37% -$1.74K
RHE
5528
DELISTED
Regional Health Properties, Inc.
RHE
$3K ﹤0.01%
1,592
CHIM
5529
DELISTED
Global X MSCI China Materials ETF
CHIM
$3K ﹤0.01%
200
RDVT icon
5530
Red Violet
RDVT
$684M
$3K ﹤0.01%
189
-85
-31% -$1.35K
ACT icon
5531
Enact Holdings
ACT
$5.63B
$2K ﹤0.01%
72
-404
-85% -$11.2K
AHT
5532
Ashford Hospitality Trust
AHT
$37.2M
$2K ﹤0.01%
19
-90
-83% -$9.47K
AIP icon
5533
Arteris
AIP
$382M
$2K ﹤0.01%
308
-90
-23% -$584
ANNX icon
5534
Annexon
ANNX
$277M
$2K ﹤0.01%
266
+93
+54% +$699
AREC icon
5535
American Resources Corp
AREC
$219M
$2K ﹤0.01%
865
+9
+1% +$21
AREN icon
5536
Arena Group
AREN
$278M
$2K ﹤0.01%
176
-99
-36% -$1.13K
ASTI icon
5537
Ascent Solar Technologies
ASTI
$5.82M
0
ATLC icon
5538
Atlanticus Holdings
ATLC
$1.13B
$2K ﹤0.01%
59
-47
-44% -$1.59K
BELFB
5539
Bel Fuse Class B
BELFB
$1.85B
$2K ﹤0.01%
70
BH.A icon
5540
Biglari Holdings Class A
BH.A
$955M
$2K ﹤0.01%
3
BORR
5541
Borr Drilling
BORR
$893M
$2K ﹤0.01%
611
-1,146
-65% -$3.75K
BV icon
5542
BrightView Holdings
BV
$1.28B
$2K ﹤0.01%
201
-417
-67% -$4.15K
BWB icon
5543
Bridgewater Bancshares
BWB
$460M
$2K ﹤0.01%
119
-211
-64% -$3.55K
CABA icon
5544
Cabaletta Bio
CABA
$178M
$2K ﹤0.01%
3,814
+32
+0.8% +$17
CISO
5545
CISO Global
CISO
$41.4M
$2K ﹤0.01%
56
-27
-33% -$964
CLIX icon
5546
ProShares Long Online/Short Stores ETF
CLIX
$8.06M
$2K ﹤0.01%
50
-9
-15% -$360
CLPT icon
5547
ClearPoint Neuro
CLPT
$297M
$2K ﹤0.01%
171
+32
+23% +$374
CNSP icon
5548
CNS Pharmaceuticals
CNSP
$4.88M
0
-$3K
CRDF icon
5549
Cardiff Oncology
CRDF
$136M
$2K ﹤0.01%
1,668
-22
-1% -$26
DSGR icon
5550
Distribution Solutions Group
DSGR
$1.46B
$2K ﹤0.01%
156
-296
-65% -$3.8K