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
TIVC icon
6751
Tivic Health Systems
TIVC
$4.71M
0
TISI icon
6752
Team
TISI
$84.2M
$0 ﹤0.01%
33
TKNO icon
6753
Alpha Teknova
TKNO
$212M
$0 ﹤0.01%
65
-262
-80%
TLF icon
6754
Tandy Leather Factory
TLF
$24.3M
$0 ﹤0.01%
+46
New
TLYS icon
6755
Tilly's
TLYS
$60M
$0 ﹤0.01%
59
-4,111
-99%
TMFS icon
6756
Motley Fool Small-Cap Growth ETF
TMFS
$77.1M
$0 ﹤0.01%
16
TNA icon
6757
Direxion Daily Small Cap Bull 3x Shares
TNA
$2.19B
$0 ﹤0.01%
1
TNGX icon
6758
Tango Therapeutics
TNGX
$708M
$0 ﹤0.01%
96
-613
-86%
TNON icon
6759
Tenon Medical
TNON
$10.3M
$0 ﹤0.01%
1
TNXP icon
6760
Tonix Pharmaceuticals
TNXP
$237M
0
TNYA icon
6761
Tenaya Therapeutics
TNYA
$212M
$0 ﹤0.01%
34
-220
-87%
TOK icon
6762
iShares MSCI Kokusai Fund
TOK
$231M
$0 ﹤0.01%
1
TOMZ icon
6763
TOMI Environmental Solutions
TOMZ
$16.7M
$0 ﹤0.01%
96
+6
+7%
TOVX icon
6764
Theriva Biologics
TOVX
$3.95M
$0 ﹤0.01%
4
TPHD icon
6765
Timothy Plan High Dividend Stock ETF
TPHD
$304M
$0 ﹤0.01%
1
TPLC icon
6766
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$311M
-2,825
Closed -$88K
TPST icon
6767
Tempest Therapeutics
TPST
$46.7M
$0 ﹤0.01%
5
+2
+67%
MSGM icon
6768
Motorsport Games
MSGM
$15.1M
$0 ﹤0.01%
3
MSN icon
6769
Emerson Radio
MSN
$9.24M
$0 ﹤0.01%
39
MSOS icon
6770
AdvisorShares Pure US Cannabis ETF
MSOS
$823M
-20
Closed
MTEX icon
6771
Mannatech
MTEX
$15.5M
$0 ﹤0.01%
8
-1
-11%
MVO
6772
MV Oil Trust
MVO
$68.9M
$0 ﹤0.01%
1
MVV icon
6773
ProShares Ultra MidCap400
MVV
$151M
-1
Closed
MXC icon
6774
Mexco Energy
MXC
$18M
$0 ﹤0.01%
6
MXE
6775
Mexico Equity and Income Fund
MXE
$50.8M
$0 ﹤0.01%
1