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
SID icon
5601
Companhia Siderúrgica Nacional
SID
$2.04B
$2K ﹤0.01%
676
-1
-0.1% -$3
SLE icon
5602
Super League Enterprise
SLE
$3.43M
$2K ﹤0.01%
5
TAOX
5603
Tao Synergies Inc. Common Stock
TAOX
$20.7M
$2K ﹤0.01%
16
SQFTW icon
5604
Presidio Property Trust, Inc. Series A Common Stock Purchase Warrants
SQFTW
$692K
$2K ﹤0.01%
14,837
SRI icon
5605
Stoneridge
SRI
$230M
$2K ﹤0.01%
158
-344
-69% -$4.35K
SRRK icon
5606
Scholar Rock
SRRK
$3.24B
$2K ﹤0.01%
233
+53
+29% +$455
STXS icon
5607
Stereotaxis
STXS
$257M
$2K ﹤0.01%
604
-7
-1% -$23
TALK icon
5608
Talkspace
TALK
$429M
$2K ﹤0.01%
1,662
+29
+2% +$35
TOUR
5609
Tuniu
TOUR
$108M
$2K ﹤0.01%
3,000
TRVG
5610
trivago
TRVG
$237M
$2K ﹤0.01%
400
TSHA icon
5611
Taysha Gene Therapies
TSHA
$824M
$2K ﹤0.01%
950
+787
+483% +$1.66K
TSQ icon
5612
Townsquare Media
TSQ
$114M
$2K ﹤0.01%
176
+6
+4% +$68
TXMD icon
5613
TherapeuticsMD
TXMD
$12.5M
$2K ﹤0.01%
486
+55
+13% +$226
UROY
5614
Uranium Royalty Corp
UROY
$481M
$2K ﹤0.01%
+1,100
New +$2K
VTVT icon
5615
vTv Therapeutics
VTVT
$53.4M
$2K ﹤0.01%
55
+25
+83% +$909
VVPR icon
5616
VivoPower
VVPR
$50.2M
$2K ﹤0.01%
250
WAVE
5617
Eco Wave Power Global
WAVE
$55.4M
$2K ﹤0.01%
600
WLDN icon
5618
Willdan Group
WLDN
$1.45B
$2K ﹤0.01%
93
-75
-45% -$1.61K
WTBA icon
5619
West Bancorporation
WTBA
$344M
$2K ﹤0.01%
101
-165
-62% -$3.27K
WVE icon
5620
Wave Life Sciences
WVE
$1.11B
$2K ﹤0.01%
421
+93
+28% +$442
ZH
5621
Zhihu
ZH
$477M
$2K ﹤0.01%
333
ARQ icon
5622
Arq
ARQ
$316M
$2K ﹤0.01%
935
+482
+106% +$1.03K
BODI icon
5623
The Beachbody Company, Inc. Class A Common Stock
BODI
$47.7M
$2K ﹤0.01%
25
-27
-52% -$2.16K
ARTY
5624
iShares Future AI & Tech ETF
ARTY
$1.47B
$2K ﹤0.01%
101
FFAI
5625
Faraday Future Intelligent Electric Inc. Common Stock
FFAI
$255M
-1
Closed -$17K