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
ISPO icon
6926
Inspirato
ISPO
$37.8M
$0 ﹤0.01%
1
-8
-89%
ISPC icon
6927
iSpecimen
ISPC
$15.9M
$0 ﹤0.01%
2
+1
+100%
ITEQ icon
6928
Amplify BlueStar Israel Technology ETF
ITEQ
$100M
$0 ﹤0.01%
1
ITP icon
6929
IT Tech Packaging
ITP
$4.8M
0
ITRM icon
6930
Iterum Therapeutics
ITRM
$29.5M
$0 ﹤0.01%
305
-1
-0.3%
IUS icon
6931
Invesco RAFI Strategic US ETF
IUS
$664M
-1
Closed
IVAL icon
6932
Alpha Architect International Quantitative Value ETF
IVAL
$175M
$0 ﹤0.01%
1
IVDA icon
6933
Iveda Solutions
IVDA
$4.48M
$0 ﹤0.01%
2
IZEA icon
6934
IZEA Worldwide
IZEA
$63.3M
$0 ﹤0.01%
153
+49
+47%
JAGX icon
6935
Jaguar Health
JAGX
$4.31M
0
JFIN
6936
Jiayin Group
JFIN
$580M
-300
Closed -$1K
JILL icon
6937
J. Jill
JILL
$276M
$0 ﹤0.01%
29
-10
-26%
JMOM icon
6938
JPMorgan US Momentum Factor ETF
JMOM
$1.65B
0
JOB icon
6939
GEE Group
JOB
$20.8M
$0 ﹤0.01%
720
-44
-6%
JPMB icon
6940
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$48.1M
$0 ﹤0.01%
+1
New
JPME icon
6941
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$374M
-1
Closed
JPSE icon
6942
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$507M
$0 ﹤0.01%
+1
New
JRSH icon
6943
Jerash Holdings
JRSH
$43.7M
$0 ﹤0.01%
36
+10
+38%
JSML icon
6944
Janus Henderson Small Cap Growth Alpha ETF
JSML
$216M
-1
Closed
JSMD icon
6945
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$648M
$0 ﹤0.01%
1
JSPR icon
6946
Jasper Therapeutics
JSPR
$43.1M
$0 ﹤0.01%
27
+1
+4%
JSTC icon
6947
Adasina Social Justice All Cap Global ETF
JSTC
$253M
-129
Closed -$2K
JVA icon
6948
Coffee Holding Co
JVA
$23.3M
$0 ﹤0.01%
33
-1
-3%
KALL
6949
DELISTED
KraneShares MSCI All China Index ETF
KALL
$0 ﹤0.01%
1
KAVL icon
6950
Kaival Brands Innovations Group
KAVL
$9.72M
$0 ﹤0.01%
4