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
DUOT icon
6326
Duos Technologies
DUOT
$159M
$66 ﹤0.01%
33
+1
+3% +$2
MODD icon
6327
Modular Medical
MODD
$38.7M
$66 ﹤0.01%
33
+1
+3% +$2
IPM
6328
Intelligent Protection Management Corp. Common Stock
IPM
$25M
$66 ﹤0.01%
50
UPRO icon
6329
ProShares UltraPro S&P 500
UPRO
$4.73B
$66 ﹤0.01%
+2
New +$66
GTN.A icon
6330
Gray Media, Inc. Class A
GTN.A
$1.02B
$65 ﹤0.01%
6
IMNN icon
6331
Imunon
IMNN
$14.2M
$65 ﹤0.01%
4
QXO
6332
QXO Inc
QXO
$14.3B
$65 ﹤0.01%
3
CDAK
6333
DELISTED
Codiak BioSciences, Inc. Common Stock
CDAK
$65 ﹤0.01%
163
-285
-64% -$114
CHRA
6334
DELISTED
Charah Solutions, Inc Common Stock
CHRA
$65 ﹤0.01%
12
AIRI icon
6335
Air Industries Group
AIRI
$15.6M
$64 ﹤0.01%
15
DDM icon
6336
ProShares Ultra Dow30
DDM
$452M
$64 ﹤0.01%
1
SILO icon
6337
Silo Pharma
SILO
$6.39M
$64 ﹤0.01%
+19
New +$64
VRME icon
6338
VerifyMe
VRME
$10.6M
$64 ﹤0.01%
55
+4
+8% +$5
CMRA
6339
DELISTED
Comera Life Sciences Holdings, Inc. Common Stock
CMRA
$64 ﹤0.01%
52
-6
-10% -$7
CREX icon
6340
Creative Realities
CREX
$24M
$63 ﹤0.01%
36
+1
+3% +$2
JAGX icon
6341
Jaguar Health
JAGX
$4.41M
0
POLA icon
6342
Polar Power
POLA
$6.38M
$63 ﹤0.01%
7
-1,300
-99% -$11.7K
SIF icon
6343
SIFCO Industries
SIF
$44.8M
$63 ﹤0.01%
29
SUNE
6344
SUNation Energy, Inc. Common Stock
SUNE
$4.97M
0
BTTX
6345
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$63 ﹤0.01%
57
+2
+4% +$2
AGRX
6346
DELISTED
Agile Therapeutics, Inc
AGRX
$63 ﹤0.01%
6
+1
+20% +$11
LDWY icon
6347
Lendway
LDWY
$9.34M
$62 ﹤0.01%
8
+1
+14% +$8
RVYL icon
6348
Ryvyl
RVYL
$9.47M
$62 ﹤0.01%
14
+2
+17% +$9
YCBD icon
6349
cbdMD
YCBD
$6.23M
$62 ﹤0.01%
1
TSRI
6350
DELISTED
TSR Inc. New
TSRI
$62 ﹤0.01%
9