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
KC
6951
Kingsoft Cloud Holdings
KC
$4.42B
$0 ﹤0.01%
175
KEQU icon
6952
Kewaunee Scientific
KEQU
$158M
$0 ﹤0.01%
15
-1
-6%
KFFB icon
6953
Kentucky First Federal Bancorp
KFFB
$26.6M
$0 ﹤0.01%
20
-1
-5%
KGRN icon
6954
KraneShares MSCI China Clean Technology Index ETF
KGRN
$64.1M
0
KINS icon
6955
Kingstone Companies
KINS
$187M
$0 ﹤0.01%
62
-3
-5%
KNGZ icon
6956
First Trust Exchange-Traded Fund VI First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ
$53.3M
$0 ﹤0.01%
+1
New
KORE icon
6957
KORE Group Holdings
KORE
$39.2M
$0 ﹤0.01%
6
-81
-93%
KORP icon
6958
American Century Diversified Corporate Bond ETF
KORP
$572M
$0 ﹤0.01%
1
KOSS icon
6959
Koss Corp
KOSS
$57.4M
$0 ﹤0.01%
36
-12
-25%
KPRX icon
6960
Kiora Pharmaceuticals
KPRX
$9.03M
$0 ﹤0.01%
+1
New
KRON
6961
DELISTED
Kronos Bio
KRON
$0 ﹤0.01%
124
-397
-76%
KSA icon
6962
iShares MSCI Saudi Arabia ETF
KSA
$570M
$0 ﹤0.01%
1
KTCC icon
6963
Key Tronic
KTCC
$35.2M
$0 ﹤0.01%
66
-1
-1%
KTTA icon
6964
Pasithea Therapeutics
KTTA
$5.65M
$0 ﹤0.01%
6
+1
+20%
KZIA
6965
Kazia Therapeutics
KZIA
$9M
$0 ﹤0.01%
4
LCUT icon
6966
Lifetime Brands
LCUT
$91.8M
$0 ﹤0.01%
29
-128
-82%
LEAD icon
6967
Siren DIVCON Leaders Dividend ETF
LEAD
$61.7M
0
LDWY icon
6968
Lendway
LDWY
$9.41M
$0 ﹤0.01%
7
-1
-13%
LEGN icon
6969
Legend Biotech
LEGN
$6.32B
$0 ﹤0.01%
10
LEGR icon
6970
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$112M
$0 ﹤0.01%
1
-137
-99%
LFEQ icon
6971
VanEck Long/Flat Trend ETF
LFEQ
$27.2M
$0 ﹤0.01%
1
LFMD icon
6972
LifeMD
LFMD
$288M
$0 ﹤0.01%
316
-5,176
-94%
LGL icon
6973
LGL Group
LGL
$35.7M
$0 ﹤0.01%
66
-3
-4%
LGL.WS icon
6974
LGL Group Inc (The) Warrants to purchase Common Stock (expiring November 16, 2025)
LGL.WS
$1.98M
$0 ﹤0.01%
46
LGLV icon
6975
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$1.1B
-1
Closed