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
EVTL icon
5926
Vertical Aerospace
EVTL
$523M
$1K ﹤0.01%
+10
New +$1K
EWTX icon
5927
Edgewise Therapeutics
EWTX
$1.5B
$1K ﹤0.01%
59
-197
-77% -$3.34K
FDNI icon
5928
First Trust Dow Jones International Internet ETF
FDNI
$46.7M
$1K ﹤0.01%
60
+1
+2% +$17
FINW icon
5929
FinWise Bancorp
FINW
$261M
$1K ﹤0.01%
58
+33
+132% +$569
FLL icon
5930
Full House Resorts
FLL
$120M
$1K ﹤0.01%
223
-342
-61% -$1.53K
FLXS icon
5931
Flexsteel Industries
FLXS
$258M
$1K ﹤0.01%
34
-1
-3% -$29
FNWB icon
5932
First Northwest Bancorp
FNWB
$67.1M
$1K ﹤0.01%
66
+2
+3% +$30
FNWD icon
5933
Finward Bancorp
FNWD
$138M
$1K ﹤0.01%
24
FRAF icon
5934
Franklin Financial Services
FRAF
$212M
$1K ﹤0.01%
28
FRBA icon
5935
First Bank
FRBA
$413M
$1K ﹤0.01%
37
-159
-81% -$4.3K
FRSX
5936
Foresight Autonomous Holdings
FRSX
$8.34M
$1K ﹤0.01%
38
-13
-25% -$342
FSBW icon
5937
FS Bancorp
FSBW
$315M
$1K ﹤0.01%
47
-10
-18% -$213
FSTR icon
5938
Foster
FSTR
$291M
$1K ﹤0.01%
112
-1
-0.9% -$9
FVCB icon
5939
FVCBankcorp
FVCB
$240M
$1K ﹤0.01%
49
-147
-75% -$3K
GAMB icon
5940
Gambling.com
GAMB
$288M
$1K ﹤0.01%
100
-85
-46% -$850
GAMR icon
5941
Amplify Video Game Tech ETF
GAMR
$49.7M
$1K ﹤0.01%
21
+1
+5% +$48
GAU
5942
Galiano Gold
GAU
$654M
$1K ﹤0.01%
1,500
-200
-12% -$133
GLMD icon
5943
Galmed Pharmaceuticals
GLMD
$8.27M
$1K ﹤0.01%
23
-12
-34% -$522
GLUE icon
5944
Monte Rosa Therapeutics
GLUE
$297M
$1K ﹤0.01%
80
-173
-68% -$2.16K
GORO icon
5945
Gold Resource Corp
GORO
$133M
$1K ﹤0.01%
838
-5
-0.6% -$6
GPRK icon
5946
GeoPark
GPRK
$325M
$1K ﹤0.01%
+61
New +$1K
GROV icon
5947
Grove Collaborative
GROV
$63.2M
$1K ﹤0.01%
+49
New +$1K
GROW icon
5948
US Global Investors
GROW
$32.3M
$1K ﹤0.01%
586
-1
-0.2% -$2
GTBP icon
5949
GT Biopharma
GTBP
$2.86M
$1K ﹤0.01%
18
-2
-10% -$111
HBIO icon
5950
Harvard Bioscience
HBIO
$19.7M
$1K ﹤0.01%
243
-3
-1% -$12