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
ADTH
5851
DELISTED
AdTheorent Holding Company, Inc. Common Stock
ADTH
$1K ﹤0.01%
629
-49
-7% -$78
ALPN
5852
DELISTED
Alpine Immune Sciences, Inc. Common Stock
ALPN
$1K ﹤0.01%
127
-163
-56% -$1.28K
CAMP
5853
DELISTED
CalAmp Corp.
CAMP
$1K ﹤0.01%
10
-83
-89% -$8.3K
MRNS
5854
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$1K ﹤0.01%
225
+4
+2% +$18
AC
5855
DELISTED
Associated Capital Group
AC
$1K ﹤0.01%
15
-20
-57% -$1.33K
ACNB icon
5856
ACNB Corp
ACNB
$471M
$1K ﹤0.01%
25
-84
-77% -$3.36K
ADCT icon
5857
ADC Therapeutics
ADCT
$372M
$1K ﹤0.01%
200
ADN icon
5858
Advent Technologies
ADN
$7.98M
$1K ﹤0.01%
7
-62
-90% -$8.86K
ADVM icon
5859
Adverum Biotechnologies
ADVM
$63.4M
$1K ﹤0.01%
61
-14
-19% -$230
AEMD icon
5860
Aethlon Medical
AEMD
$2.01M
$1K ﹤0.01%
28
AFBI icon
5861
Affinity Bancshares
AFBI
$123M
$1K ﹤0.01%
35
AFCG
5862
AFC Gamma
AFCG
$105M
$1K ﹤0.01%
+56
New +$1K
AIRS icon
5863
AirSculpt Technologies
AIRS
$387M
$1K ﹤0.01%
204
-109
-35% -$534
ALOT icon
5864
AstroNova
ALOT
$76.1M
$1K ﹤0.01%
47
AMAL icon
5865
Amalgamated Financial
AMAL
$859M
$1K ﹤0.01%
62
-120
-66% -$1.94K
API
5866
Agora
API
$343M
$1K ﹤0.01%
349
-100
-22% -$287
APYX icon
5867
Apyx Medical
APYX
$79.4M
$1K ﹤0.01%
200
-3
-1% -$15
AQB icon
5868
AquaBounty Technologies
AQB
$4.42M
$1K ﹤0.01%
90
+53
+143% +$589
ARKX icon
5869
ARK Space Exploration & Innovation ETF
ARKX
$407M
$1K ﹤0.01%
53
+40
+308% +$755
ASMB icon
5870
Assembly Biosciences
ASMB
$168M
$1K ﹤0.01%
27
+3
+13% +$111
ASPS icon
5871
Altisource Portfolio Solutions
ASPS
$123M
$1K ﹤0.01%
8
ASUR icon
5872
Asure Software
ASUR
$215M
$1K ﹤0.01%
126
ASYS icon
5873
Amtech Systems
ASYS
$132M
$1K ﹤0.01%
72
-413
-85% -$5.74K
ATLO icon
5874
AMES National
ATLO
$182M
$1K ﹤0.01%
62
-2
-3% -$32
ATOS icon
5875
Atossa Therapeutics
ATOS
$108M
$1K ﹤0.01%
790
-57
-7% -$72