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
RWM icon
6651
ProShares Short Russell2000
RWM
$127M
$0 ﹤0.01%
+1
New
RXL icon
6652
ProShares Ultra Health Care
RXL
$65.9M
$0 ﹤0.01%
2
-2
-50%
SAA icon
6653
ProShares Ulta SmallCap600
SAA
$32.8M
$0 ﹤0.01%
+1
New
SABS icon
6654
SAB Biotherapeutics
SABS
$22.2M
$0 ﹤0.01%
18
+1
+6%
SANW
6655
DELISTED
S&W Seed Co
SANW
$0 ﹤0.01%
6
SBEV icon
6656
Splash Beverage Group
SBEV
$3.73M
$0 ﹤0.01%
4
SBB icon
6657
ProShares Short SmallCap600
SBB
$4.86M
$0 ﹤0.01%
1
SCKT icon
6658
Socket Mobile
SCKT
$8.12M
$0 ﹤0.01%
38
-1
-3%
SCNI
6659
Scinai Immunotherapeutics
SCNI
$2.33M
$0 ﹤0.01%
2
SCPH icon
6660
scPharmaceuticals
SCPH
$301M
$0 ﹤0.01%
64
-2
-3%
SDOW icon
6661
ProShares UltraPro Short Dow 30
SDOW
$175M
0
SEF icon
6662
ProShares Short Financials
SEF
$9.29M
0
SENEB
6663
Seneca Foods Class B
SENEB
$0 ﹤0.01%
6
SFY icon
6664
SoFi Select 500 ETF
SFY
$550M
0
SFYF icon
6665
SoFi Social 50 ETF
SFYF
$33.8M
0
SFYX icon
6666
SoFi Next 500 ETF
SFYX
$26.4M
$0 ﹤0.01%
1
-179
-99%
SGRP icon
6667
SPAR Group
SGRP
$27.7M
$0 ﹤0.01%
74
+20
+37%
SIEB icon
6668
Siebert Financial
SIEB
$108M
$0 ﹤0.01%
62
-16
-21%
SIF icon
6669
SIFCO Industries
SIF
$43.3M
$0 ﹤0.01%
29
SILJ icon
6670
Amplify Junior Silver Miners ETF
SILJ
$2.19B
$0 ﹤0.01%
1
SINT icon
6671
SiNtx Technologies
SINT
$12M
0
SKIL icon
6672
Skillsoft
SKIL
$117M
$0 ﹤0.01%
13
-53
-80%
SKOR icon
6673
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$564M
$0 ﹤0.01%
1
-198
-99%
SKYH icon
6674
Sky Harbour Group
SKYH
$339M
$0 ﹤0.01%
10
SLDB icon
6675
Solid Biosciences
SLDB
$408M
$0 ﹤0.01%
94
-117
-55%