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
+9.03%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$316B
AUM Growth
+$25.5B
Cap. Flow
+$622M
Cap. Flow %
0.2%
Top 10 Hldgs %
18.87%
Holding
7,642
New
216
Increased
2,527
Reduced
3,392
Closed
432

Sector Composition

1 Technology 12.66%
2 Healthcare 9.39%
3 Financials 7.92%
4 Industrials 7.06%
5 Consumer Discretionary 5.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PBLA
6751
DELISTED
Panbela Therapeutics, Inc. Common Stock
PBLA
0
IMH
6752
DELISTED
Impac Mortgage Holdings Inc.
IMH
$15 ﹤0.01%
85
+2
+2%
EEMO icon
6753
Invesco S&P Emerging Markets Momentum ETF
EEMO
$14.4M
$14 ﹤0.01%
1
VIVK icon
6754
Vivakor
VIVK
$30.3M
$14 ﹤0.01%
14
+1
+8% +$1
YYAI icon
6755
Connexa Sports Technologies
YYAI
$27.2M
0
KRBP
6756
DELISTED
Kiromic BioPharma, Inc. Common Stock
KRBP
$14 ﹤0.01%
3
IRNT.WS
6757
DELISTED
IronNet, Inc. Redeemable Warrants, each whole warrant exercisable for shares of Common Stock at an exercise price of $11.50 per share
IRNT.WS
$14 ﹤0.01%
800
ASNS icon
6758
Actelis Networks
ASNS
$5.06M
$13 ﹤0.01%
3
CSAN icon
6759
Cosan
CSAN
$2.48B
$13 ﹤0.01%
1
-1,341
-100% -$17.4K
GNOM icon
6760
Global X Genomics & Biotechnology ETF
GNOM
$46M
0
NVFY icon
6761
Nova Lifestyle
NVFY
$66.5M
$13 ﹤0.01%
6
SEF icon
6762
ProShares Short Financials
SEF
$9.29M
0
SFY icon
6763
SoFi Select 500 ETF
SFY
$550M
0
SWVL icon
6764
Swvl Holdings
SWVL
$37.2M
$13 ﹤0.01%
4
TIGO icon
6765
Millicom
TIGO
$7.99B
$13 ﹤0.01%
1
NITO icon
6766
N2OFF
NITO
$6.93M
$13 ﹤0.01%
2
PIK
6767
DELISTED
Kidpik Corp. Common Stock
PIK
$13 ﹤0.01%
4
+1
+33% +$3
UTRS
6768
DELISTED
Minerva Surgical, Inc. Common Stock
UTRS
$13 ﹤0.01%
3
HCTI icon
6769
Healthcare Triangle
HCTI
$13.6M
0
HIPS icon
6770
GraniteShares HIPS US High Income ETF
HIPS
$116M
$12 ﹤0.01%
1
MPX icon
6771
Marine Products Corp
MPX
$317M
$12 ﹤0.01%
1
-162
-99% -$1.94K
MSGM icon
6772
Motorsport Games
MSGM
$15M
$12 ﹤0.01%
3
NXL icon
6773
Nexalin Technology
NXL
$14.1M
$12 ﹤0.01%
+16
New +$12
TGS icon
6774
Transportadora de Gas del Sur
TGS
$3.55B
$12 ﹤0.01%
1
THAR icon
6775
Tharimmune
THAR
$15.9M
0