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
ALTS
6626
ALT5 Sigma Corporation Common Stock
ALTS
$497M
$0 ﹤0.01%
16
-1
-6%
NITO icon
6627
N2OFF
NITO
$7.33M
$0 ﹤0.01%
+2
New
DJT icon
6628
Trump Media & Technology Group
DJT
$4.76B
-2,145
Closed -$52K
SER icon
6629
Serina Therapeutics
SER
$53.5M
$0 ﹤0.01%
23
TRAW icon
6630
Traws Pharma
TRAW
$12.9M
$0 ﹤0.01%
6
+1
+20%
YYAI icon
6631
Connexa Sports Technologies
YYAI
$29.6M
0
ENTO
6632
Entero Therapeutics
ENTO
$3.7M
0
-$1K
DWTX
6633
Dogwood Therapeutics, Inc. Common Stock
DWTX
$9.29M
$0 ﹤0.01%
2
JCTC
6634
Jewett-Cameron Trading
JCTC
$12.8M
$0 ﹤0.01%
23
+3
+15%
HURA
6635
TuHURA Biosciences, Inc. Common Stock
HURA
$129M
0
IVF
6636
INVO Fertility, Inc. Common Stock
IVF
$4.45M
0
AIFU
6637
AIFU Inc. Class A Ordinary Share
AIFU
$85M
0
NESR
6638
National Energy Services Reunited Corp. Ordinary Shares
NESR
$1.01B
-229
Closed -$2K
RNRG icon
6639
Global X Renewable Energy Producers ETF
RNRG
$25.2M
0
RNXT icon
6640
RenovoRx
RNXT
$46.2M
$0 ﹤0.01%
40
+24
+150%
RODE
6641
DELISTED
Hartford Multifactor Diversified International ETF
RODE
$0 ﹤0.01%
1
ROKT icon
6642
SPDR S&P Kensho Final Frontiers ETF
ROKT
$26.7M
0
ROM icon
6643
ProShares Ultra Technology
ROM
$817M
0
ROSC icon
6644
Hartford Multifactor Small Cap ETF
ROSC
$30.6M
$0 ﹤0.01%
1
-1
-50%
RPID icon
6645
Rapid Micro Biosystems
RPID
$134M
$0 ﹤0.01%
77
+19
+33%
HIND
6646
Vyome Holdings, Inc. Common Stock
HIND
$207M
0
RSPC icon
6647
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$68.4M
-2
Closed
RSSS icon
6648
Research Solutions
RSSS
$108M
$0 ﹤0.01%
126
+1
+0.8%
RVPH icon
6649
Reviva Pharmaceuticals
RVPH
$30.2M
$0 ﹤0.01%
70
-1
-1%
RVYL icon
6650
Ryvyl
RVYL
$9.31M
$0 ﹤0.01%
12