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
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SOPA icon
6201
Society Pass
SOPA
$7.14M
$101 ﹤0.01%
7
+1
+17% +$14
IDW
6202
DELISTED
IDW Media Holdings
IDW
$101 ﹤0.01%
108
+1
+0.9% +$1
CKX icon
6203
CKX Lands
CKX
$22.8M
$100 ﹤0.01%
10
WYY icon
6204
WidePoint Corp
WYY
$52M
$100 ﹤0.01%
55
+2
+4% +$4
SGRP icon
6205
SPAR Group
SGRP
$27.7M
$99 ﹤0.01%
76
+2
+3% +$3
VFVA icon
6206
Vanguard US Value Factor ETF
VFVA
$653M
$99 ﹤0.01%
1
AMPG icon
6207
AmpliTech
AMPG
$78.6M
$98 ﹤0.01%
46
+1
+2% +$2
BTCS icon
6208
BTCS Inc
BTCS
$213M
$98 ﹤0.01%
155
+102
+192% +$64
COEP icon
6209
Coeptis Therapeutics
COEP
$60.3M
$98 ﹤0.01%
+3
New +$98
DGICB
6210
Donegal Group Class B
DGICB
$617M
$98 ﹤0.01%
6
-1
-14% -$16
SQZ
6211
DELISTED
SQZ Biotechnologies Company
SQZ
$98 ﹤0.01%
132
+4
+3% +$3
QUMU
6212
DELISTED
Qumu Corp.
QUMU
$98 ﹤0.01%
110
+3
+3% +$3
PULM icon
6213
Pulmatrix
PULM
$18.3M
$97 ﹤0.01%
25
+2
+9% +$8
CBUS icon
6214
Cibus
CBUS
$73.6M
$96 ﹤0.01%
13
RNXT icon
6215
RenovoRx
RNXT
$45.4M
$96 ﹤0.01%
41
+1
+3% +$2
GYRE icon
6216
Gyre Therapeutics
GYRE
$742M
$95 ﹤0.01%
24
+1
+4% +$4
RXL icon
6217
ProShares Ultra Health Care
RXL
$68.2M
$95 ﹤0.01%
2
CLRB icon
6218
Cellectar Biosciences
CLRB
$16M
$94 ﹤0.01%
2
+1
+100% +$47
UTES icon
6219
Virtus Reaves Utilities ETF
UTES
$822M
$94 ﹤0.01%
2
+1
+100% +$47
ARMP icon
6220
Armata Pharmaceuticals
ARMP
$108M
$93 ﹤0.01%
75
+2
+3% +$2
NYXH
6221
Nyxoah
NYXH
$209M
$93 ﹤0.01%
17
ONEO icon
6222
SPDR Russell 1000 Momentum Focus ETF
ONEO
$97.6M
$92 ﹤0.01%
+1
New +$92
QNCX icon
6223
Quince Therapeutics
QNCX
$86.5M
$92 ﹤0.01%
145
-1,154
-89% -$732
WKSP icon
6224
Worksport
WKSP
$22.3M
$92 ﹤0.01%
9
TRAW icon
6225
Traws Pharma
TRAW
$12.8M
$92 ﹤0.01%
6