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
CLMB icon
5901
Climb Global Solutions
CLMB
$608M
$1K ﹤0.01%
26
-1
-4% -$38
CMCT
5902
Creative Media & Community Trust
CMCT
$6M
0
-$1K
CMPX icon
5903
Compass Therapeutics
CMPX
$613M
$1K ﹤0.01%
+457
New +$1K
COFS icon
5904
Choiceone Financial
COFS
$455M
$1K ﹤0.01%
46
-1
-2% -$22
CPS icon
5905
Cooper-Standard Automotive
CPS
$667M
$1K ﹤0.01%
114
CRVO icon
5906
CervoMed
CRVO
$77M
$1K ﹤0.01%
84
CTGO icon
5907
Contango ORE
CTGO
$282M
$1K ﹤0.01%
+18
New +$1K
CTMX icon
5908
CytomX Therapeutics
CTMX
$330M
$1K ﹤0.01%
438
+31
+8% +$71
CURV icon
5909
Torrid Holdings
CURV
$189M
$1K ﹤0.01%
147
-151
-51% -$1.03K
CVRX icon
5910
CVRx
CVRX
$205M
$1K ﹤0.01%
109
+23
+27% +$211
BGMS
5911
Bio Green Med Solution, Inc. Common Stock
BGMS
$13.5M
0
-$1K
DJIA icon
5912
Global X Dow 30 Covered Call ETF
DJIA
$134M
$1K ﹤0.01%
+25
New +$1K
DLHC icon
5913
DLH Holdings
DLHC
$79.1M
$1K ﹤0.01%
72
-1
-1% -$14
DSP icon
5914
Viant Technology
DSP
$158M
$1K ﹤0.01%
361
-133
-27% -$368
DSTL icon
5915
Distillate US Fundamental Stability & Value ETF
DSTL
$1.82B
$1K ﹤0.01%
30
DYN icon
5916
Dyne Therapeutics
DYN
$1.87B
$1K ﹤0.01%
41
-315
-88% -$7.68K
EBTC
5917
DELISTED
Enterprise Bancorp
EBTC
$1K ﹤0.01%
23
-96
-81% -$4.17K
ECBK icon
5918
ECB Bancorp
ECBK
$143M
$1K ﹤0.01%
+61
New +$1K
EFAX icon
5919
SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$398M
$1K ﹤0.01%
+20
New +$1K
ELP icon
5920
Copel
ELP
$6.92B
$1K ﹤0.01%
275
-28,361
-99% -$103K
EPM icon
5921
Evolution Petroleum
EPM
$179M
$1K ﹤0.01%
206
+2
+1% +$10
EPSN icon
5922
Epsilon Energy
EPSN
$120M
$1K ﹤0.01%
115
-44
-28% -$383
ESSA
5923
DELISTED
ESSA Bancorp
ESSA
$1K ﹤0.01%
56
-1
-2% -$18
ETNB icon
5924
89bio
ETNB
$1.2B
$1K ﹤0.01%
182
+125
+219% +$687
EVLV icon
5925
Evolv Technologies
EVLV
$1.51B
$1K ﹤0.01%
908
-62
-6% -$68