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
AEY
6276
DELISTED
ADDvantage Technologies Group, Inc.
AEY
$0 ﹤0.01%
5
+1
+25%
BOSS
6277
DELISTED
Global X Founder-Run Companies ETF
BOSS
$0 ﹤0.01%
1
UFAB
6278
DELISTED
Unique Fabricating, Inc.
UFAB
$0 ﹤0.01%
54
-703
-93%
ACER
6279
DELISTED
Acer Therapeutics Inc. Common Stock (DE)
ACER
$0 ﹤0.01%
70
+2
+3%
MLPO
6280
DELISTED
Credit Suisse S&P MLP Index ETN
MLPO
0
NVOS
6281
DELISTED
Novo Integrated Sciences, Inc. Common Stock
NVOS
$0 ﹤0.01%
8
+1
+14%
CYTO
6282
DELISTED
Altamira Therapeutics Ltd. Common Shares 0.01 SF (Bermuda)
CYTO
$0 ﹤0.01%
1
TMPO
6283
DELISTED
Tempo Automation Holdings, Inc. Common Stock
TMPO
-1,000
Closed -$10K
EWGS
6284
DELISTED
iShares MSCI Germany Small-Cap ETF
EWGS
0
HEWC
6285
DELISTED
iShares Currency Hedged MSCI Canada ETF
HEWC
$0 ﹤0.01%
1
KFYP
6286
DELISTED
KraneShares CICC China Leaders 100 Index ETF
KFYP
0
ELYS
6287
DELISTED
Elys Game Technology, Corp. Common Stock
ELYS
$0 ﹤0.01%
125
+22
+21%
GENY
6288
DELISTED
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF
GENY
0
BTWNU
6289
DELISTED
Bridgetown Holdings Limited Units
BTWNU
-550
Closed -$5K
MKUL
6290
DELISTED
Molekule Group, Inc. Common Stock
MKUL
$0 ﹤0.01%
56
+36
+180%
CGRN
6291
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
$0 ﹤0.01%
123
+7
+6%
UTRS
6292
DELISTED
Minerva Surgical, Inc. Common Stock
UTRS
$0 ﹤0.01%
3
+1
+50%
EBET
6293
DELISTED
EBET, INC. Common Stock
EBET
$0 ﹤0.01%
2
+1
+100%
DBTX
6294
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
$0 ﹤0.01%
86
+38
+79%
BRDS
6295
DELISTED
Bird Global, Inc.
BRDS
$0 ﹤0.01%
11
-70
-86%
PIAI.U
6296
DELISTED
Prime Impact Acquisition I Units, each consisting of one Class A ordinary share, and one-third of a redeemable Warrant to acquire one Class A ordinary share
PIAI.U
-400
Closed -$4K
LFLY
6297
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
$0 ﹤0.01%
22
+10
+83%
SURF
6298
DELISTED
Surface Oncology, Inc. Common Stock
SURF
$0 ﹤0.01%
735
+61
+9%
SBIG
6299
DELISTED
SpringBig Holdings, Inc. Common Stock
SBIG
$0 ﹤0.01%
+64
New
PRDS
6300
DELISTED
Pardes Biosciences, Inc. Common Stock
PRDS
$0 ﹤0.01%
152
-356
-70%