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
SLNG icon
6676
Stabilis Solutions
SLNG
$69.7M
$0 ﹤0.01%
24
+7
+41%
SLNH icon
6677
Soluna Holdings
SLNH
$17.9M
$0 ﹤0.01%
7
+1
+17%
SLNO icon
6678
Soleno Therapeutics
SLNO
$3.19B
$0 ﹤0.01%
37
-6
-14%
SLRX icon
6679
Salarius Pharmaceuticals
SLRX
$2.33M
0
SLVP icon
6680
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$448M
-1
Closed
SMIN icon
6681
iShares MSCI India Small-Cap ETF
SMIN
$927M
$0 ﹤0.01%
1
SMLV icon
6682
SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
$204M
0
SND icon
6683
Smart Sand
SND
$75.1M
$0 ﹤0.01%
171
+16
+10%
SNDA icon
6684
Sonida Senior Living
SNDA
$492M
$0 ﹤0.01%
20
-4
-17%
SNDL icon
6685
Sundial Growers
SNDL
$607M
-20
Closed
SNES icon
6686
SenesTech
SNES
$25.5M
0
SNGX icon
6687
Soligenix
SNGX
$11.9M
$0 ﹤0.01%
1
-4
-80%
SNOA icon
6688
Sonoma Pharmaceuticals
SNOA
$7.69M
$0 ﹤0.01%
1
SNSE icon
6689
Sensei Biotherapeutics
SNSE
$10.7M
$0 ﹤0.01%
6
+3
+100%
SOBR icon
6690
SOBR Safe
SOBR
$4.87M
0
SOHU
6691
Sohu.com
SOHU
$474M
0
SONM icon
6692
Sonim Technologies
SONM
$10.5M
$0 ﹤0.01%
9
-3
-25%
SONN icon
6693
Sonnet BioTherapeutics
SONN
$23.8M
0
SOPA icon
6694
Society Pass
SOPA
$7.14M
$0 ﹤0.01%
6
+3
+100%
SOS
6695
SOS Limited
SOS
$14.4M
$0 ﹤0.01%
1
SPBO icon
6696
SPDR Portfolio Corporate Bond ETF
SPBO
$1.7B
-288
Closed -$9K
SPCB icon
6697
SuperCom
SPCB
$42M
$0 ﹤0.01%
5
SPDN icon
6698
Direxion Daily S&P 500 Bear 1X Shares
SPDN
$128M
$0 ﹤0.01%
1
SPIR icon
6699
Spire Global
SPIR
$278M
$0 ﹤0.01%
23
-158
-87%
SPMO icon
6700
Invesco S&P 500 Momentum ETF
SPMO
$12.5B
$0 ﹤0.01%
+1
New