Wells Fargo

Wells Fargo Portfolio holdings

AUM $455B
1-Year Est. 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 Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455B
AUM Growth
+$40.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,882
New
Increased
Reduced
Closed

Top Buys

1
+$3.98B
2
+$1.02B
3
+$675M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$299M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$279M

Top Sells

1
+$1.76B
2
+$649M
3
+$525M
4
TGT icon
Target
TGT
+$412M
5
NVDA icon
NVIDIA
NVDA
+$395M

Sector Composition

1 Technology 17.59%
2 Financials 8.98%
3 Industrials 6.13%
4 Healthcare 5.81%
5 Consumer Discretionary 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMTL icon
5726
Comtech Telecommunications
CMTL
$85.5M
$427 ﹤0.01%
174
ZURA icon
5727
Zura Bio
ZURA
$223M
$404 ﹤0.01%
385
-23,732
QVCGA
5728
QVC Group Inc Series A
QVCGA
$117M
$396 ﹤0.01%
144
-25
VMAR icon
5729
Vision Marine Technologies
VMAR
$4.98M
$387 ﹤0.01%
+50
CNBS icon
5730
Amplify Seymour Cannabis ETF
CNBS
$119M
$384 ﹤0.01%
+25
API
5731
Agora
API
$319M
$381 ﹤0.01%
100
ORLA
5732
Orla Mining
ORLA
$4.4B
$381 ﹤0.01%
38
SUUN
5733
PowerBank Corp
SUUN
$67.8M
$380 ﹤0.01%
+250
DSX.WS icon
5734
Diana Shipping Inc Warrants exp 2026
DSX.WS
$9.84M
$376 ﹤0.01%
4,701
-2,672
BNGO icon
5735
Bionano Genomics
BNGO
$19.3M
$371 ﹤0.01%
113
-1
BIVI icon
5736
BioVie
BIVI
$13.9M
$365 ﹤0.01%
40
-100
PEPG icon
5737
PepGen
PEPG
$330M
$363 ﹤0.01%
327
-7,312
HBIO icon
5738
Harvard Bioscience
HBIO
$17.8M
$356 ﹤0.01%
803
-22,367
MRKR icon
5739
Marker Therapeutics
MRKR
$13.3M
$355 ﹤0.01%
232
SCWO icon
5740
374Water
SCWO
$70M
$351 ﹤0.01%
1,083
-30,139
LYRA icon
5741
Lyra Therapeutics
LYRA
$11.8M
$349 ﹤0.01%
39
-467
TISI icon
5742
Team
TISI
$66.4M
$346 ﹤0.01%
19
+15
PLCE icon
5743
Children's Place
PLCE
$170M
$328 ﹤0.01%
74
-200
SRV
5744
NXG Cushing Midstream Energy Fund
SRV
$188M
$325 ﹤0.01%
+8
RVP icon
5745
Retractable Technologies
RVP
$29.3M
$320 ﹤0.01%
500
EQ icon
5746
Equillium
EQ
$73.2M
$315 ﹤0.01%
1,000
SPXL icon
5747
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.45B
$311 ﹤0.01%
2
-99
CGTX icon
5748
Cognition Therapeutics
CGTX
$163M
$310 ﹤0.01%
1,000
GTE icon
5749
Gran Tierra Energy
GTE
$139M
$310 ﹤0.01%
65
CLYM
5750
Climb Bio
CLYM
$132M
$303 ﹤0.01%
244
-17,205
228 229
230
231 232