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
LGMK
6976
DELISTED
LogicMark
LGMK
0
LINK icon
6977
Interlink Electronics
LINK
$90.4M
$0 ﹤0.01%
21
LIQT icon
6978
LiqTech
LIQT
$22.1M
$0 ﹤0.01%
84
+6
+8%
LIVE icon
6979
Live Ventures
LIVE
$52.5M
$0 ﹤0.01%
8
LIXT icon
6980
Lixte Biotechnology
LIXT
$19.7M
$0 ﹤0.01%
5
LKOR icon
6981
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$43.4M
$0 ﹤0.01%
1
-71
-99%
LMFA icon
6982
LM Funding America
LMFA
$17.3M
$0 ﹤0.01%
13
-68
-84%
LOAN
6983
Manhattan Bridge Capital
LOAN
$61.1M
$0 ﹤0.01%
58
-1
-2%
LPCN icon
6984
Lipocine
LPCN
$15.8M
$0 ﹤0.01%
35
-176
-83%
LPTH icon
6985
Lightpath Technologies
LPTH
$228M
$0 ﹤0.01%
538
+13
+2%
LPTX icon
6986
Leap Therapeutics
LPTX
$11.8M
$0 ﹤0.01%
51
+9
+21%
LQDI icon
6987
iShares Inflation Hedged Corporate Bond ETF
LQDI
$95.6M
-1
Closed
LRFC
6988
DELISTED
Logan Ridge Finance Corp
LRFC
$0 ﹤0.01%
+1
New
LRGE icon
6989
Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF
LRGE
$434M
-2
Closed
LRMR icon
6990
Larimar Therapeutics
LRMR
$336M
$0 ﹤0.01%
98
+20
+26%
LSBK icon
6991
Lake Shore Bancorp
LSBK
$102M
$0 ﹤0.01%
12
LSEA
6992
DELISTED
Landsea Homes
LSEA
$0 ﹤0.01%
29
-118
-80%
LSF icon
6993
Laird Superfood
LSF
$61.3M
$0 ﹤0.01%
80
-246
-75%
LSTA icon
6994
Lisata Therapeutics
LSTA
$19.1M
$0 ﹤0.01%
28
+1
+4%
LTBR icon
6995
Lightbridge
LTBR
$371M
$0 ﹤0.01%
87
+3
+4%
LUCD icon
6996
Lucid Diagnostics
LUCD
$125M
$0 ﹤0.01%
56
+20
+56%
LVO icon
6997
LiveOne
LVO
$52.2M
$0 ﹤0.01%
468
+24
+5%
MAGA icon
6998
Point Bridge America First ETF
MAGA
$32.5M
$0 ﹤0.01%
1
MAIA icon
6999
MAIA Biotechnology
MAIA
$52.5M
$0 ﹤0.01%
+14
New
MAMA icon
7000
Mama's Creations
MAMA
$374M
$0 ﹤0.01%
133
+18
+16%