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
THRN
5676
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$1K ﹤0.01%
242
-99
-29% -$409
FATH
5677
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$1K ﹤0.01%
19
-6
-24% -$316
CPTN
5678
DELISTED
Cepton, Inc. Common Stock
CPTN
$1K ﹤0.01%
58
+27
+87% +$466
GLCN
5679
DELISTED
VanEck China Growth Leaders ETF
GLCN
$1K ﹤0.01%
50
HARP
5680
DELISTED
Harpoon Therapeutics, Inc. Common Stock
HARP
$1K ﹤0.01%
104
-1
-1% -$10
HGEN
5681
DELISTED
HUMANIGEN, INC.
HGEN
$1K ﹤0.01%
3,626
+267
+8% +$74
ARDS
5682
DELISTED
Aridis Pharmaceuticals Inc. Common Stock
ARDS
$1K ﹤0.01%
1,331
+18
+1% +$14
TCFC
5683
DELISTED
The Community Financial Corporation Common Stock
TCFC
$1K ﹤0.01%
36
+1
+3% +$28
EVLO
5684
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$1K ﹤0.01%
19
+10
+111% +$526
INDT
5685
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$1K ﹤0.01%
15
-62
-81% -$4.13K
ILLM
5686
DELISTED
illumin Holdings Inc. Common Shares
ILLM
$1K ﹤0.01%
400
-8,400
-95% -$21K
CVT
5687
DELISTED
Cvent Holding Corp. Common Stock
CVT
$1K ﹤0.01%
234
-723
-76% -$3.09K
WEJO
5688
DELISTED
Wejo Group Limited Common Shares
WEJO
$1K ﹤0.01%
545
-232
-30% -$426
STSA
5689
DELISTED
Satsuma Pharmaceuticals, Inc. Common Stock
STSA
$1K ﹤0.01%
134
+16
+14% +$119
BLCM
5690
DELISTED
Bellicum Pharmaceuticals, Inc.
BLCM
$1K ﹤0.01%
779
-1
-0.1% -$1
TRKA
5691
DELISTED
Troika Media Group, Inc. Common Stock
TRKA
$1K ﹤0.01%
106
+3
+3% +$28
JNCE
5692
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$1K ﹤0.01%
402
-392
-49% -$975
OIG
5693
DELISTED
Orbital Infrastructure Group, Inc. Common Stock
OIG
$1K ﹤0.01%
66
+1
+2% +$15
VORB
5694
DELISTED
Virgin Orbit Holdings, Inc. Common Stock
VORB
$1K ﹤0.01%
400
APEN
5695
DELISTED
Apollo Endosurgery, Inc.
APEN
$1K ﹤0.01%
252
+42
+20% +$167
FSTX
5696
DELISTED
F-star Therapeutics, Inc. Common Stock
FSTX
$1K ﹤0.01%
132
-214,587
-100% -$1.63M
TMDI
5697
DELISTED
Titan Medical Inc. Ordinary Shares
TMDI
$1K ﹤0.01%
2,219
-50,030
-96% -$22.5K
ASAP
5698
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$1K ﹤0.01%
506
+3
+0.6% +$6
RKLY
5699
DELISTED
Rockley Photonics Holdings Limited
RKLY
$1K ﹤0.01%
1,618
-1,196
-43% -$739
OYST
5700
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$1K ﹤0.01%
112
+26
+30% +$232