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
CSSE
6451
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
$0 ﹤0.01%
53
+9
+20%
EFTR
6452
DELISTED
eFFECTOR Therapeutics, Inc. Common Stock
EFTR
$0 ﹤0.01%
3
VERY
6453
DELISTED
Vericity, Inc. Common Stock
VERY
$0 ﹤0.01%
14
-1
-7%
BIOL
6454
DELISTED
Biolase, Inc.
BIOL
0
SCPX
6455
DELISTED
Scorpius Holdings, Inc.
SCPX
0
THMO
6456
DELISTED
ThermoGenesis Holdings, Inc. Common Stock
THMO
$0 ﹤0.01%
3
+1
+50%
FUSN
6457
DELISTED
Fusion Pharmaceuticals Inc. Common Shares
FUSN
0
KOIN
6458
DELISTED
Capital Link Global Fintech Leaders ETF
KOIN
0
EMFM
6459
DELISTED
Global X MSCI Next Emerging & Frontier ETF
EMFM
-1
Closed
AFTY
6460
DELISTED
Pacer CSOP FTSE China A50 ETF
AFTY
$0 ﹤0.01%
1
AVGR
6461
DELISTED
Avinger, Inc. Common Stock
AVGR
$0 ﹤0.01%
3
CTHR
6462
DELISTED
Charles & Colvard Ltd
CTHR
$0 ﹤0.01%
18
-1
-5%
ENG
6463
DELISTED
ENGlobal Corp
ENG
$0 ﹤0.01%
22
+3
+16%
OPGN
6464
DELISTED
OpGen, Inc
OPGN
$0 ﹤0.01%
2
NURO
6465
DELISTED
NeuroMetrix, Inc. Common Stock
NURO
$0 ﹤0.01%
6
STAF
6466
DELISTED
Staffing 360 Solutions, Inc. Common Stock (DE)
STAF
$0 ﹤0.01%
2
+1
+100%
TAST
6467
DELISTED
Carrols Restaurant Group, Inc.
TAST
$0 ﹤0.01%
219
-7,506
-97%
TTOO
6468
DELISTED
T2 Biosystems, Inc
TTOO
0
NBSE
6469
DELISTED
NeuBase Therapeutics, Inc. Common Stock
NBSE
$0 ﹤0.01%
61
+51
+510%
VAXX
6470
DELISTED
Vaxxinity, Inc. Class A Common Stock
VAXX
$0 ﹤0.01%
+238
New
OMQS
6471
DELISTED
OMNIQ Corp. Common Stock
OMQS
$0 ﹤0.01%
37
-1
-3%
YTEN
6472
DELISTED
Yield10 Bioscience, Inc. Common Stock
YTEN
$0 ﹤0.01%
1
VINO
6473
DELISTED
Gaucho Group Holdings, Inc. Common Stock
VINO
0
SPXB
6474
DELISTED
ProShares S&P 500 Bond ETF
SPXB
$0 ﹤0.01%
+1
New
DALT
6475
DELISTED
Anfield Diversified Alternatives ETF
DALT
$0 ﹤0.01%
1