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
CORZ
5701
DELISTED
Core Scientific, Inc. Common Stock
CORZ
$1K ﹤0.01%
1,341
-1,833
-58% -$1.37K
HIL
5702
DELISTED
Hill International, Inc. Common Stock
HIL
$1K ﹤0.01%
353
+13
+4% +$37
EQOS
5703
DELISTED
EQONEX LIMITED Ordinary Shares
EQOS
$1K ﹤0.01%
3,300
-1,000
-23% -$303
ZVO
5704
DELISTED
Zovio Inc. Common Stock
ZVO
$1K ﹤0.01%
10,198
-3
-0%
RNDB
5705
DELISTED
Randolph Bancorp, Inc. Common Stock
RNDB
$1K ﹤0.01%
32
GBL
5706
DELISTED
GAMCO Investors, Inc.
GBL
$1K ﹤0.01%
75
-48
-39% -$640
NAVB
5707
DELISTED
Navidea Biopharmaceuticals Inc.
NAVB
$1K ﹤0.01%
4,955
+1
+0%
CEI
5708
DELISTED
Camber Energy, Inc
CEI
$1K ﹤0.01%
61
+13
+27% +$213
MACK
5709
DELISTED
Merrimack Pharmaceuticals, Inc.
MACK
$1K ﹤0.01%
239
+117
+96% +$490
ARC
5710
DELISTED
ARC Document Solutions, Inc.
ARC
$1K ﹤0.01%
243
+6
+3% +$25
EMKR
5711
DELISTED
Emcore Corp
EMKR
$1K ﹤0.01%
73
-6
-8% -$82
MNTX
5712
DELISTED
Manitex International, Inc.
MNTX
$1K ﹤0.01%
91
-7,288
-99% -$80.1K
ATIP
5713
DELISTED
ATI Physical Therapy, Inc.
ATIP
$1K ﹤0.01%
24
-60
-71% -$2.5K
CIZN
5714
DELISTED
Citizens Holding Co.
CIZN
$1K ﹤0.01%
33
-1
-3% -$30
CYB
5715
DELISTED
WisdomTree Chinese Yuan Strategy Fund
CYB
$1K ﹤0.01%
51
TIO
5716
DELISTED
Tingo Group, Inc. Common Stock
TIO
$1K ﹤0.01%
748
-6
-0.8% -$8
BSQR
5717
DELISTED
BSQUARE Corporation
BSQR
$1K ﹤0.01%
881
-16
-2% -$18
CWBC
5718
DELISTED
Community West BanCshares
CWBC
$1K ﹤0.01%
43
BATL icon
5719
Battalion Oil
BATL
$17.1M
$1K ﹤0.01%
52
-20
-28% -$385
BCAB icon
5720
BioAtla
BCAB
$45.5M
$1K ﹤0.01%
238
+25
+12% +$105
BCML icon
5721
BayCom
BCML
$324M
$1K ﹤0.01%
48
-128
-73% -$2.67K
BDTX icon
5722
Black Diamond Therapeutics
BDTX
$185M
$1K ﹤0.01%
735
-16
-2% -$22
BSET icon
5723
Bassett Furniture
BSET
$142M
$1K ﹤0.01%
56
-4
-7% -$71
BSVN icon
5724
Bank7 Corp
BSVN
$455M
$1K ﹤0.01%
27
+9
+50% +$333
FCAP icon
5725
First Capital
FCAP
$146M
$1K ﹤0.01%
23
-2
-8% -$87