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
ABVC icon
6276
ABVC BioPharma
ABVC
$65.2M
$75 ﹤0.01%
12
ASTI icon
6277
Ascent Solar Technologies
ASTI
$5.79M
0
-$2K
RAAX icon
6278
VanEck Inflation Allocation ETF
RAAX
$150M
$75 ﹤0.01%
3
-151
-98% -$3.78K
SLNO icon
6279
Soleno Therapeutics
SLNO
$3.01B
$75 ﹤0.01%
38
+1
+3% +$2
CLVR
6280
DELISTED
Clever Leaves Holdings Inc. Common Shares
CLVR
$75 ﹤0.01%
8
FNCH
6281
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
$75 ﹤0.01%
5
SDIG
6282
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
$75 ﹤0.01%
16
+3
+23% +$14
CYN icon
6283
Cyngn
CYN
$38.4M
0
KTTA icon
6284
Pasithea Therapeutics
KTTA
$5.87M
$74 ﹤0.01%
6
LSTA icon
6285
Lisata Therapeutics
LSTA
$19.6M
$74 ﹤0.01%
29
+1
+4% +$3
NSYS icon
6286
Nortech Systems
NSYS
$26.2M
$74 ﹤0.01%
6
PLTM icon
6287
GraniteShares Platinum Shares
PLTM
$93M
$74 ﹤0.01%
7
SNAX
6288
DELISTED
Stryve Foods, Inc. Class A Common Stock
SNAX
$74 ﹤0.01%
7
+1
+17% +$11
BPTH
6289
DELISTED
Bio-Path Holdings Inc
BPTH
$74 ﹤0.01%
2
AMS icon
6290
American Shared Hospital Services
AMS
$15.6M
$73 ﹤0.01%
25
+1
+4% +$3
MNPR icon
6291
Monopar Therapeutics
MNPR
$294M
$73 ﹤0.01%
6
PSTV icon
6292
Plus Therapeutics
PSTV
$46.6M
$73 ﹤0.01%
15
+5
+50% +$24
SCKT icon
6293
Socket Mobile
SCKT
$8.04M
$73 ﹤0.01%
38
TLIS
6294
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
$73 ﹤0.01%
11
NXTP
6295
DELISTED
NextPlay Technologies, Inc. Common Stock
NXTP
$73 ﹤0.01%
32
+1
+3% +$2
PETV
6296
DELISTED
PetVivo Holdings, Inc. Common Stock
PETV
$73 ﹤0.01%
37
+1
+3% +$2
NEPH icon
6297
Nephros
NEPH
$44.6M
$72 ﹤0.01%
62
+2
+3% +$2
TRT icon
6298
Trio-Tech International
TRT
$22.6M
$72 ﹤0.01%
16
+1
+7% +$5
TBIO
6299
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
$72 ﹤0.01%
3
MARK
6300
DELISTED
Remark Holdings, Inc.
MARK
$72 ﹤0.01%
65
+3
+5% +$3