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
CBD
6476
DELISTED
Companhia Brasileira de Distribuicao
CBD
0
MOTS
6477
DELISTED
Motus GI Holdings, Inc. Common Stock
MOTS
$0 ﹤0.01%
2
GLIF
6478
DELISTED
AGF Global Infrastructure ETF
GLIF
0
NXTP
6479
DELISTED
NextPlay Technologies, Inc. Common Stock
NXTP
$0 ﹤0.01%
31
+10
+48%
PETV
6480
DELISTED
PetVivo Holdings, Inc. Common Stock
PETV
$0 ﹤0.01%
36
-2
-5%
KNTE
6481
DELISTED
Kinnate Biopharma Inc. Common Stock
KNTE
-285
Closed -$4K
VIEW
6482
DELISTED
View, Inc. Class A Common Stock
VIEW
$0 ﹤0.01%
1
-17
-94%
NGE
6483
DELISTED
Global X MSCI Nigeria ETF
NGE
0
BTTX
6484
DELISTED
Better Therapeutics, Inc. Common Stock
BTTX
$0 ﹤0.01%
55
-10
-15%
CYT
6485
DELISTED
Cyteir Therapeutics, Inc. Common Stock
CYT
$0 ﹤0.01%
94
+44
+88%
ESHY
6486
DELISTED
Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF
ESHY
-1
Closed
ESCR
6487
DELISTED
Xtrackers Bloomberg US Investment Grade Corporate ESG ETF
ESCR
$0 ﹤0.01%
+1
New
FGH
6488
DELISTED
FG Group Holdings Inc.
FGH
$0 ﹤0.01%
90
+5
+6%
ROI
6489
DELISTED
RiskOn International, Inc. Common Stock
ROI
$0 ﹤0.01%
5
BPTH
6490
DELISTED
Bio-Path Holdings Inc
BPTH
$0 ﹤0.01%
2
SIEN
6491
DELISTED
Sientra, Inc.
SIEN
$0 ﹤0.01%
110
-150
-58%
GMBL
6492
DELISTED
Esports Entertainment Group Inc. Common Stock
GMBL
0
ICVX
6493
DELISTED
Icosavax, Inc. Common Stock
ICVX
$0 ﹤0.01%
38
-181
-83%
BYOB
6494
DELISTED
Tidal ETF Trust SoFi Be Your Own Boss ETF
BYOB
0
CHIS
6495
DELISTED
Global X MSCI China Consumer Staples ETF
CHIS
0
CHIU
6496
DELISTED
Global X MSCI China Utilities ETF
CHIU
$0 ﹤0.01%
1
CHIK
6497
DELISTED
Global X MSCI China Information Technology ETF
CHIK
0
CHIR
6498
DELISTED
Global X MSCI China Real Estate ETF
CHIR
0
BFIT
6499
DELISTED
Global X Funds Global X Health & Wellness ETF
BFIT
-1
Closed
CYAN
6500
DELISTED
Cyanotech Corp
CYAN
$0 ﹤0.01%
33
-1
-3%