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
SPRO icon
6701
Spero Therapeutics
SPRO
$109M
$0 ﹤0.01%
403
-488
-55%
SPVM icon
6702
Invesco S&P 500 Value with Momentum ETF
SPVM
$65M
-1
Closed
SPVU icon
6703
Invesco S&P 500 Enhanced Value ETF
SPVU
$109M
$0 ﹤0.01%
1
SPXE icon
6704
ProShares S&P 500 ex-Energy ETF
SPXE
$69.9M
$0 ﹤0.01%
2
SPXL icon
6705
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.68B
$0 ﹤0.01%
1
-1,035
-100%
SPXV icon
6706
ProShares S&P 500 ex-Health Care ETF
SPXV
$33M
-4
Closed
SQFT icon
6707
Presidio Property Trust
SQFT
$7.17M
$0 ﹤0.01%
8
SQNS
6708
Sequans Communications
SQNS
$133M
-4,000
Closed -$27K
SQQQ icon
6709
ProShares UltraPro Short QQQ
SQQQ
$2.27B
0
SRET icon
6710
Global X SuperDividend REIT ETF
SRET
$199M
-108
Closed -$3K
SRZN icon
6711
Surrozen
SRZN
$101M
$0 ﹤0.01%
9
-1
-10%
SSBI icon
6712
Summit State Bank
SSBI
$80.2M
$0 ﹤0.01%
31
-6
-16%
SSFI icon
6713
Day Hagan/Ned Davis Research Smart Sector Fixed Income ETF
SSFI
$36.8M
-470
Closed -$11K
SSKN icon
6714
Strata Skin Sciences
SSKN
$6.76M
$0 ﹤0.01%
14
-1
-7%
SSO icon
6715
ProShares Ultra S&P500
SSO
$7.29B
0
SSUS icon
6716
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$558M
-399
Closed -$12K
SSY
6717
DELISTED
SunLink Health Systems
SSY
$0 ﹤0.01%
34
-2
-6%
STOT icon
6718
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$285M
$0 ﹤0.01%
1
-44
-98%
STRM
6719
DELISTED
Streamline Health Solutions
STRM
$0 ﹤0.01%
20
+2
+11%
STSS icon
6720
Sharps Technology
STSS
$9.46M
0
SURG icon
6721
SurgePays
SURG
$55.9M
$0 ﹤0.01%
55
+7
+15%
SVAL icon
6722
iShares US Small Cap Value Factor ETF
SVAL
$145M
$0 ﹤0.01%
+1
New
SVT
6723
DELISTED
Servotronics
SVT
$0 ﹤0.01%
10
-1
-9%
SWAG icon
6724
Stran & Co
SWAG
$34.5M
$0 ﹤0.01%
70
+3
+4%
SWKH icon
6725
SWK Holdings
SWKH
$178M
$0 ﹤0.01%
11
-46
-81%