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
SRXH
6376
SRX Health Solutions, Inc.
SRXH
$10.1M
$57 ﹤0.01%
3
EEMX icon
6377
SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$85.7M
$57 ﹤0.01%
2
-16
-89% -$456
FTAG icon
6378
First Trust Exchange-Traded Fund II First Trust Indxx Global Agriculture ETF
FTAG
$6.42M
$57 ﹤0.01%
2
+1
+100% +$29
GCBC icon
6379
Greene County Bancorp
GCBC
$414M
$57 ﹤0.01%
2
-122
-98% -$3.48K
RFEU icon
6380
First Trust RiverFront Dynamic Europe ETF
RFEU
$7.01M
$57 ﹤0.01%
1
SPMO icon
6381
Invesco S&P 500 Momentum ETF
SPMO
$12.5B
$57 ﹤0.01%
1
WHLR
6382
Wheeler Real Estate Investment Trust
WHLR
$6.49M
0
AGAE icon
6383
Allied Gaming & Entertainment
AGAE
$34.6M
$56 ﹤0.01%
53
+1
+2% +$1
CENN icon
6384
Cenntro
CENN
$28.4M
$56 ﹤0.01%
13
-1
-7% -$4
ISPC icon
6385
iSpecimen
ISPC
$10.8M
$56 ﹤0.01%
2
PPSI icon
6386
Pioneer Power Solutions
PPSI
$50.4M
$56 ﹤0.01%
21
+1
+5% +$3
SONM icon
6387
Sonim Technologies
SONM
$11M
$56 ﹤0.01%
13
+4
+44% +$17
GAMR icon
6388
Amplify Video Game Tech ETF
GAMR
$49.5M
$55 ﹤0.01%
1
-20
-95% -$1.1K
RNTX
6389
Rein Therapeutics, Inc. Common Stock
RNTX
$25.4M
$55 ﹤0.01%
23
+1
+5% +$2
IAUF
6390
DELISTED
iShares Gold Strategy ETF
IAUF
$55 ﹤0.01%
+1
New +$55
AVGR
6391
DELISTED
Avinger, Inc. Common Stock
AVGR
$55 ﹤0.01%
3
RUBY
6392
DELISTED
Rubius Therapeutics, Inc
RUBY
$55 ﹤0.01%
314
+8
+3% +$1
CALC icon
6393
CalciMedica
CALC
$47.9M
$54 ﹤0.01%
8
+1
+14% +$7
KGRN icon
6394
KraneShares MSCI China Clean Technology Index ETF
KGRN
$65.3M
$54 ﹤0.01%
+2
New +$54
SQQQ icon
6395
ProShares UltraPro Short QQQ
SQQQ
$2.23B
0
LABP
6396
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
$54 ﹤0.01%
11
+1
+10% +$5
CO
6397
DELISTED
Global Cord Blood Corporation
CO
$54 ﹤0.01%
18
AEI icon
6398
Alset
AEI
$146M
$53 ﹤0.01%
23
CING icon
6399
Cingulate
CING
$21.3M
0
DRCT icon
6400
Direct Digital Holdings
DRCT
$9.32M
$53 ﹤0.01%
22
+1
+5% +$2