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
FTXL icon
6401
First Trust Nasdaq Semiconductor ETF
FTXL
$309M
$53 ﹤0.01%
1
GQRE icon
6402
FlexShares Global Quality Real Estate Index Fund
GQRE
$384M
$53 ﹤0.01%
+1
New +$53
HYMC icon
6403
Hycroft Mining Holding Corp
HYMC
$232M
$53 ﹤0.01%
10
-242
-96% -$1.28K
ARTL icon
6404
Artelo Biosciences
ARTL
$6.5M
$52 ﹤0.01%
3
-6
-67% -$104
JSMD icon
6405
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$672M
$52 ﹤0.01%
1
OPGN
6406
DELISTED
OpGen, Inc
OPGN
$52 ﹤0.01%
2
KA
6407
DELISTED
Kineta, Inc. Common Stock
KA
$51 ﹤0.01%
8
NH
6408
DELISTED
NantHealth, Inc
NH
$51 ﹤0.01%
14
+1
+8% +$4
HSTO
6409
DELISTED
Histogen Inc. Common Stock
HSTO
$51 ﹤0.01%
62
+45
+265% +$37
PFIN
6410
DELISTED
P&F Industries
PFIN
$51 ﹤0.01%
10
-999
-99% -$5.1K
COHN icon
6411
Cohen & Co
COHN
$24M
$50 ﹤0.01%
6
+1
+20% +$8
FORD icon
6412
Forward Industries
FORD
$59.2M
$50 ﹤0.01%
5
ICAP icon
6413
InfraCap Equity Income Fund ETF
ICAP
$68.3M
$50 ﹤0.01%
2
LQDI icon
6414
iShares Inflation Hedged Corporate Bond ETF
LQDI
$96.1M
$50 ﹤0.01%
+2
New +$50
MYY icon
6415
ProShares Short MidCap400
MYY
$3.43M
$50 ﹤0.01%
2
+1
+100% +$25
TAOX
6416
Tao Synergies Inc. Common Stock
TAOX
$21.5M
$50 ﹤0.01%
2
-14
-88% -$350
IDAI icon
6417
T Stamp
IDAI
$7.83M
$49 ﹤0.01%
1
LEAD icon
6418
Siren DIVCON Leaders Dividend ETF
LEAD
$62.9M
$49 ﹤0.01%
+1
New +$49
MAIA icon
6419
MAIA Biotechnology
MAIA
$56.1M
$49 ﹤0.01%
14
RWM icon
6420
ProShares Short Russell2000
RWM
$124M
$49 ﹤0.01%
2
+1
+100% +$25
SLNH icon
6421
Soluna Holdings
SLNH
$21.1M
$49 ﹤0.01%
8
+1
+14% +$6
SPVM icon
6422
Invesco S&P 500 Value with Momentum ETF
SPVM
$66.2M
$49 ﹤0.01%
+1
New +$49
TOVX icon
6423
Theriva Biologics
TOVX
$4.04M
$49 ﹤0.01%
4
ASPU
6424
DELISTED
ASPEN GROUP, INC.
ASPU
$49 ﹤0.01%
159
+5
+3% +$2
ANY icon
6425
Sphere 3D
ANY
$20.1M
$48 ﹤0.01%
25