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
ALXO icon
5776
ALX Oncology
ALXO
$88.4M
$186 ﹤0.01%
447
-16,014
TELO icon
5777
Telomir Pharmaceuticals
TELO
$57.2M
$186 ﹤0.01%
149
-10,122
DYAI icon
5778
Dyadic International
DYAI
$37.3M
$176 ﹤0.01%
178
HTOO icon
5779
Fusion Fuel Green
HTOO
$9.13M
$176 ﹤0.01%
25
CAMP icon
5780
CAMP4 Therapeutics
CAMP
$73M
$173 ﹤0.01%
119
-3,662
ACRV icon
5781
Acrivon Therapeutics
ACRV
$62.6M
$168 ﹤0.01%
141
-6,949
ELEV
5782
DELISTED
Elevation Oncology
ELEV
$163 ﹤0.01%
444
-29,235
NEGG icon
5783
Newegg Commerce
NEGG
$951M
$162 ﹤0.01%
10
WGSWW
5784
GeneDx Holdings Warrant
WGSWW
$2.19M
$159 ﹤0.01%
2,200
LITS
5785
Lite Strategy Inc
LITS
$71.7M
$156 ﹤0.01%
63
+13
UPRO icon
5786
ProShares UltraPro S&P 500
UPRO
$4.62B
$151 ﹤0.01%
2
+1
SMIN icon
5787
iShares MSCI India Small-Cap ETF
SMIN
$929M
$141 ﹤0.01%
2
-19
OPAD icon
5788
Offerpad Solutions
OPAD
$89.9M
$139 ﹤0.01%
153
-5,966
VLU icon
5789
SPDR S&P 1500 Value Tilt ETF
VLU
$529M
$138 ﹤0.01%
1
XDTE icon
5790
Roundhill S&P 500 0DTE Covered Call Strategy ETF
XDTE
$408M
$137 ﹤0.01%
3
BGFV
5791
DELISTED
Big 5 Sporting Goods
BGFV
$134 ﹤0.01%
94
PPSI icon
5792
Pioneer Power Solutions
PPSI
$54.3M
$134 ﹤0.01%
49
OGEN icon
5793
Oragenics
OGEN
$5.57M
$130 ﹤0.01%
+34
LGO
5794
Largo
LGO
$93.6M
$129 ﹤0.01%
100
DRRX
5795
DELISTED
DURECT Corp
DRRX
$127 ﹤0.01%
200
PSTV icon
5796
Plus Therapeutics
PSTV
$63.3M
$124 ﹤0.01%
+357
TOK icon
5797
iShares MSCI Kokusai Fund
TOK
$237M
$123 ﹤0.01%
1
CHAI
5798
Core AI Holdings, Inc. Common Shares
CHAI
$96M
$118 ﹤0.01%
+40
GOVX icon
5799
GeoVax Labs
GOVX
$17.3M
$116 ﹤0.01%
134
SKLZ icon
5800
Skillz
SKLZ
$111M
$116 ﹤0.01%
17
-5
230 231
232
233 234