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
HCM icon
5951
HUTCHMED
HCM
$3.08B
$1K ﹤0.01%
177
-96,263
-100% -$544K
HCOM
5952
DELISTED
Hartford Schroders Commodity Strategy ETF
HCOM
$1K ﹤0.01%
+30
New +$1K
HLVX icon
5953
HilleVax
HLVX
$105M
$1K ﹤0.01%
71
-124
-64% -$1.75K
HNRG icon
5954
Hallador Energy
HNRG
$763M
$1K ﹤0.01%
162
+1
+0.6% +$6
HOFT icon
5955
Hooker Furnishings Corp
HOFT
$111M
$1K ﹤0.01%
81
-51
-39% -$630
HOOK
5956
DELISTED
HOOKIPA Pharma
HOOK
$1K ﹤0.01%
91
-2
-2% -$22
HURC icon
5957
Hurco Companies Inc
HURC
$114M
$1K ﹤0.01%
42
HUYA
5958
Huya Inc
HUYA
$780M
$1K ﹤0.01%
520
HWBK icon
5959
Hawthorn Bancshares
HWBK
$222M
$1K ﹤0.01%
42
-4
-9% -$95
HYMC icon
5960
Hycroft Mining Holding Corp
HYMC
$250M
$1K ﹤0.01%
252
-270
-52% -$1.07K
IBEX icon
5961
IBEX
IBEX
$556M
$1K ﹤0.01%
67
-54
-45% -$806
IMA
5962
ImageneBio, Inc. Common Stock
IMA
$102M
$1K ﹤0.01%
22
+8
+57% +$364
IMVT icon
5963
Immunovant
IMVT
$2.82B
$1K ﹤0.01%
123
-397
-76% -$3.23K
INFU icon
5964
InfuSystem Holdings
INFU
$204M
$1K ﹤0.01%
137
+15
+12% +$109
INTT icon
5965
inTEST
INTT
$90.8M
$1K ﹤0.01%
69
+1
+1% +$14
IPSC icon
5966
Century Therapeutics
IPSC
$43.3M
$1K ﹤0.01%
57
-138
-71% -$2.42K
ISSC icon
5967
Innovative Solutions & Support
ISSC
$197M
$1K ﹤0.01%
102
+23
+29% +$225
JANX icon
5968
Janux Therapeutics
JANX
$1.45B
$1K ﹤0.01%
45
-29,595
-100% -$658K
JPRE icon
5969
JPMorgan Realty Income ETF
JPRE
$466M
$1K ﹤0.01%
31
KEP icon
5970
Korea Electric Power
KEP
$17.2B
$1K ﹤0.01%
210
-608
-74% -$2.9K
KFS icon
5971
Kingsway Financial Services
KFS
$414M
$1K ﹤0.01%
104
-3
-3% -$29
KLTR icon
5972
Kaltura
KLTR
$266M
$1K ﹤0.01%
453
+350
+340% +$773
KLXE icon
5973
KLX Energy Services
KLXE
$31.4M
$1K ﹤0.01%
88
+19
+28% +$216
KOD icon
5974
Kodiak Sciences
KOD
$489M
$1K ﹤0.01%
76
-351
-82% -$4.62K
KRRO icon
5975
Korro Bio
KRRO
$289M
$1K ﹤0.01%
12
+1
+9% +$83