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
SEGG
5726
Lottery.com
SEGG
$20.9M
$1K ﹤0.01%
20
LVLU icon
5727
Lulu's Fashion Lounge
LVLU
$12.2M
$1K ﹤0.01%
17
+6
+55% +$353
LYRA icon
5728
Lyra Therapeutics
LYRA
$10.3M
$1K ﹤0.01%
2
LYTS icon
5729
LSI Industries
LYTS
$686M
$1K ﹤0.01%
178
-6,242
-97% -$35.1K
MBIO icon
5730
Mustang Bio
MBIO
$11.4M
$1K ﹤0.01%
3
-18
-86% -$6K
MBOT icon
5731
Microbot Medical
MBOT
$196M
$1K ﹤0.01%
248
+2
+0.8% +$8
MDV
5732
Modiv Industrial
MDV
$151M
$1K ﹤0.01%
+45
New +$1K
MG icon
5733
Mistras Group
MG
$299M
$1K ﹤0.01%
133
-1
-0.7% -$8
MGYR icon
5734
Magyar Bancorp
MGYR
$110M
$1K ﹤0.01%
41
+22
+116% +$537
MILN icon
5735
Global X Millennial Consumer ETF
MILN
$129M
$1K ﹤0.01%
50
MNOV icon
5736
MediciNova
MNOV
$60.3M
$1K ﹤0.01%
326
-2
-0.6% -$6
MNSB icon
5737
MainStreet Bancshares
MNSB
$167M
$1K ﹤0.01%
41
MPX icon
5738
Marine Products Corp
MPX
$316M
$1K ﹤0.01%
163
-77
-32% -$472
MRKR icon
5739
Marker Therapeutics
MRKR
$12.4M
$1K ﹤0.01%
272
-1
-0.4% -$4
MTRX icon
5740
Matrix Service
MTRX
$353M
$1K ﹤0.01%
178
-1
-0.6% -$6
MVBF icon
5741
MVB Financial
MVBF
$305M
$1K ﹤0.01%
30
-103
-77% -$3.43K
NAUT icon
5742
Nautilus Biotechnolgy
NAUT
$91M
$1K ﹤0.01%
437
-492
-53% -$1.13K
NBN icon
5743
Northeast Bank
NBN
$941M
$1K ﹤0.01%
19
-68
-78% -$3.58K
NECB icon
5744
Northeast Community Bancorp
NECB
$270M
$1K ﹤0.01%
108
-3
-3% -$28
NEOV icon
5745
NeoVolta
NEOV
$166M
$1K ﹤0.01%
+187
New +$1K
NEXN
5746
Nexxen International
NEXN
$618M
$1K ﹤0.01%
200
NGS icon
5747
Natural Gas Services Group
NGS
$335M
$1K ﹤0.01%
73
-2
-3% -$27
NOTV icon
5748
Inotiv
NOTV
$48.4M
$1K ﹤0.01%
47
-160
-77% -$3.4K
NTIC icon
5749
Northern Technologies International Corp
NTIC
$73.5M
$1K ﹤0.01%
52
+1
+2% +$19
NUTX
5750
Nutex Health
NUTX
$540M
$1K ﹤0.01%
3
-3
-50% -$1K