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
MYO icon
6776
Myomo
MYO
$33M
$0 ﹤0.01%
40
-6
-13%
MYY icon
6777
ProShares Short MidCap400
MYY
$3.48M
$0 ﹤0.01%
1
NAII icon
6778
Natural Alternatives International
NAII
$20.8M
$0 ﹤0.01%
33
NAOV icon
6779
NanoVibronix
NAOV
$4.7M
0
NBY icon
6780
NovaBay Pharmaceuticals
NBY
$14M
0
NCPL icon
6781
Netcapital
NCPL
$10.8M
0
NCRA icon
6782
Nocera
NCRA
$22.7M
$0 ﹤0.01%
+22
New
NCSM icon
6783
NCS Multistage Holdings
NCSM
$131M
$0 ﹤0.01%
4
NDRA icon
6784
ENDRA Life Sciences
NDRA
$3.2M
0
NEON icon
6785
Neonode
NEON
$68.6M
$0 ﹤0.01%
61
-1
-2%
NEPH icon
6786
Nephros
NEPH
$45.3M
$0 ﹤0.01%
60
+3
+5%
NFLT icon
6787
Virtus Newfleet Multi-Sector Bond ETF
NFLT
$298M
0
NINE icon
6788
Nine Energy Service
NINE
$30.5M
$0 ﹤0.01%
84
+3
+4%
NIU
6789
Niu Technologies
NIU
$317M
-365
Closed -$3K
NMG
6790
Nouveau Monde Graphite
NMG
$296M
-50
Closed
NMTC icon
6791
NeuroOne Medical Technologies
NMTC
$44.4M
$0 ﹤0.01%
101
+14
+16%
NNBR icon
6792
NN Inc
NNBR
$121M
$0 ﹤0.01%
391
-3
-0.8%
NPCE icon
6793
Neuropace
NPCE
$320M
$0 ﹤0.01%
86
+43
+100%
NSTS icon
6794
NSTS Bancorp
NSTS
$61.9M
$0 ﹤0.01%
32
+1
+3%
NSYS icon
6795
Nortech Systems
NSYS
$25.9M
$0 ﹤0.01%
6
-2
-25%
NTIP icon
6796
Network-1 Technologies
NTIP
$36.5M
$0 ﹤0.01%
98
+1
+1%
NTRB icon
6797
Nutriband
NTRB
$71.6M
$0 ﹤0.01%
36
-4
-10%
NTWK icon
6798
NetSol Technologies
NTWK
$49.4M
$0 ﹤0.01%
61
-3
-5%
NUDM icon
6799
Nuveen ESG International Developed Markets Equity ETF
NUDM
$593M
$0 ﹤0.01%
1
NURE icon
6800
Nuveen Short-Term REIT ETF
NURE
$33.9M
$0 ﹤0.01%
1