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
-12.31%
1 Year Return
+16.23%
3 Year Return
+56.86%
5 Year Return
+104.42%
10 Year Return
+237.43%
AUM
$311B
AUM Growth
-$67.7B
Cap. Flow
-$14.7B
Cap. Flow %
-4.72%
Top 10 Hldgs %
18.73%
Holding
7,774
New
185
Increased
2,178
Reduced
4,152
Closed
233
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MDGL icon
2426
Madrigal Pharmaceuticals
MDGL
$9.49B
$2.31M ﹤0.01%
32,208
+7,805
+32% +$559K
PAWZ icon
2427
ProShares Pet Care ETF
PAWZ
$56.9M
$2.3M ﹤0.01%
43,607
+1,175
+3% +$62K
PRIM icon
2428
Primoris Services
PRIM
$6.67B
$2.3M ﹤0.01%
105,714
-34,573
-25% -$753K
GTN icon
2429
Gray Television
GTN
$570M
$2.3M ﹤0.01%
135,952
-85,482
-39% -$1.44M
ONON icon
2430
On Holding
ONON
$14B
$2.29M ﹤0.01%
129,295
-364,532
-74% -$6.45M
IFN
2431
India Fund
IFN
$596M
$2.28M ﹤0.01%
140,134
-3,290
-2% -$53.6K
ICFI icon
2432
ICF International
ICFI
$1.84B
$2.28M ﹤0.01%
24,014
-20,725
-46% -$1.97M
OILK icon
2433
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$71.5M
$2.28M ﹤0.01%
42,145
+17,612
+72% +$952K
KALU icon
2434
Kaiser Aluminum
KALU
$1.25B
$2.28M ﹤0.01%
28,777
-7,175
-20% -$568K
VSAT icon
2435
Viasat
VSAT
$4.25B
$2.27M ﹤0.01%
74,227
-1,578
-2% -$48.3K
AGGY icon
2436
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$807M
$2.27M ﹤0.01%
50,841
-34,970
-41% -$1.56M
DTCR icon
2437
Global X Data Center & Digital Infrastructure ETF
DTCR
$423M
$2.27M ﹤0.01%
+153,493
New +$2.27M
WEAT icon
2438
Teucrium Wheat Fund
WEAT
$121M
$2.27M ﹤0.01%
+251,302
New +$2.27M
CBU icon
2439
Community Bank
CBU
$3.07B
$2.27M ﹤0.01%
35,854
-26,536
-43% -$1.68M
BTG icon
2440
B2Gold
BTG
$5.72B
$2.25M ﹤0.01%
664,977
+107,562
+19% +$365K
SIMO icon
2441
Silicon Motion
SIMO
$3.06B
$2.25M ﹤0.01%
26,850
+19,279
+255% +$1.61M
DFIV icon
2442
Dimensional International Value ETF
DFIV
$13.7B
$2.24M ﹤0.01%
77,480
-3,273
-4% -$94.6K
PPC icon
2443
Pilgrim's Pride
PPC
$10.2B
$2.23M ﹤0.01%
71,537
-410,924
-85% -$12.8M
HRI icon
2444
Herc Holdings
HRI
$4.29B
$2.23M ﹤0.01%
24,759
-11,865
-32% -$1.07M
VYX icon
2445
NCR Voyix
VYX
$1.77B
$2.23M ﹤0.01%
116,752
-330,478
-74% -$6.31M
SRNE
2446
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$2.23M ﹤0.01%
1,106,556
-232,630
-17% -$468K
PRKS icon
2447
United Parks & Resorts
PRKS
$2.84B
$2.22M ﹤0.01%
50,333
-26,761
-35% -$1.18M
OTTR icon
2448
Otter Tail
OTTR
$3.5B
$2.22M ﹤0.01%
33,036
-25,118
-43% -$1.69M
UPST icon
2449
Upstart Holdings
UPST
$6.46B
$2.22M ﹤0.01%
70,132
-1,648
-2% -$52.1K
UNG icon
2450
United States Natural Gas Fund
UNG
$607M
$2.22M ﹤0.01%
29,136
-27,117
-48% -$2.06M