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
EARN
5551
Ellington Residential Mortgage REIT
EARN
$213M
$2K ﹤0.01%
237
-1
-0.4% -$8
ECOR icon
5552
electroCore
ECOR
$36.6M
$2K ﹤0.01%
340
EMTL icon
5553
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
$94.4M
$2K ﹤0.01%
61
EP icon
5554
Empire Petroleum
EP
$139M
$2K ﹤0.01%
188
-16
-8% -$170
EPOL icon
5555
iShares MSCI Poland ETF
EPOL
$458M
$2K ﹤0.01%
150
-862
-85% -$11.5K
EQ icon
5556
Equillium
EQ
$102M
$2K ﹤0.01%
1,125
-29
-3% -$52
EVCM icon
5557
EverCommerce
EVCM
$2.15B
$2K ﹤0.01%
144
-181
-56% -$2.51K
EYPT icon
5558
EyePoint Pharmaceuticals
EYPT
$924M
$2K ﹤0.01%
236
-273
-54% -$2.31K
FONR icon
5559
Fonar
FONR
$97.7M
$2K ﹤0.01%
82
-4
-5% -$98
FSI icon
5560
Flexible Solutions
FSI
$137M
$2K ﹤0.01%
+1,245
New +$2K
FTEK icon
5561
Fuel Tech
FTEK
$110M
$2K ﹤0.01%
1,856
-1
-0.1% -$1
GNPX icon
5562
Genprex
GNPX
$9.21M
$2K ﹤0.01%
38
+1
+3% +$53
HEPS
5563
D-Market Electronic Services & Trading
HEPS
$945M
$2K ﹤0.01%
1,649
-223,734
-99% -$271K
HIVE
5564
HIVE Digital Technologies
HIVE
$909M
$2K ﹤0.01%
600
+200
+50% +$667
HNNA icon
5565
Hennessy Advisors
HNNA
$91.7M
$2K ﹤0.01%
225
+198
+733% +$1.76K
HROW icon
5566
Harrow
HROW
$1.58B
$2K ﹤0.01%
167
+4
+2% +$48
IMUX icon
5567
Immunic
IMUX
$76.3M
$2K ﹤0.01%
414
-53
-11% -$256
IVVD icon
5568
Invivyd
IVVD
$268M
$2K ﹤0.01%
902
-335
-27% -$743
KALA icon
5569
KALA BIO
KALA
$135M
$2K ﹤0.01%
118
+2
+2% +$34
LEXX icon
5570
Lexaria Bioscience
LEXX
$25.4M
$2K ﹤0.01%
1,034
+2
+0.2% +$4
LMB icon
5571
Limbach Holdings
LMB
$1.2B
$2K ﹤0.01%
260
-1
-0.4% -$8
LNSR icon
5572
LENSAR
LNSR
$147M
$2K ﹤0.01%
456
-13
-3% -$57
LVHI icon
5573
Franklin International Low Volatility High Dividend Index ETF
LVHI
$3.11B
$2K ﹤0.01%
77
+76
+7,600% +$1.97K
LXRX icon
5574
Lexicon Pharmaceuticals
LXRX
$407M
$2K ﹤0.01%
761
-566
-43% -$1.49K
MCBS icon
5575
MetroCity Bankshares
MCBS
$742M
$2K ﹤0.01%
115
-191
-62% -$3.32K