S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
The perfect AI stock under $10 (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
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Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Laser breakthrough could send stock soaring 2,467% (Ad)
Recession risks are fading, business economists say, but political tensions pose threat to economy
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
The perfect AI stock under $10 (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The perfect AI stock under $10 (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Laser breakthrough could send stock soaring 2,467% (Ad)
Recession risks are fading, business economists say, but political tensions pose threat to economy
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
The perfect AI stock under $10 (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The perfect AI stock under $10 (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Laser breakthrough could send stock soaring 2,467% (Ad)
Recession risks are fading, business economists say, but political tensions pose threat to economy
Biden's campaign joins TikTok, even as administration warns of national security concerns with app
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
The perfect AI stock under $10 (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
The perfect AI stock under $10 (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
Laser breakthrough could send stock soaring 2,467% (Ad)
Recession risks are fading, business economists say, but political tensions pose threat to economy
Biden's campaign joins TikTok, even as administration warns of national security concerns with app

Compare Stocks

Compare Stocks - Price & Volume

CompanyCurrent Price50-Day Moving Average52-Week RangeMarket CapBetaAvg. VolumeToday's Volume
Bank of America Co. stock logo
BAC
Bank of America
$33.07
-0.2%
$32.95
$24.96
$35.99
$261.71B1.3943.04 million shs36.18 million shs
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$175.01
+0.1%
$168.65
$123.11
$178.30
$503.44B1.1410.14 million shs6.30 million shs
Citigroup Inc. stock logo
C
Citigroup
$53.99
-0.6%
$52.02
$38.17
$57.95
$103.33B1.5219.87 million shs13.84 million shs
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$48.06
-0.6%
$48.53
$35.25
$51.44
$174.54B1.1818.10 million shs16.59 million shs
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Price Performance

Company1-Day Performance7-Day Performance30-Day Performance90-Day Performance1-Year Performance
Bank of America Co. stock logo
BAC
Bank of America
0.00%-1.20%+0.84%+19.39%-7.05%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
0.00%+0.16%+3.53%+20.03%+24.09%
Citigroup Inc. stock logo
C
Citigroup
0.00%-2.79%+2.62%+26.47%+7.74%
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
0.00%-2.24%+1.35%+17.88%+1.16%

MarketRank™

CompanyOverall ScoreAnalyst's OpinionShort Interest ScoreDividend StrengthESG ScoreNews and Social Media SentimentCompany OwnershipEarnings & Valuation
Bank of America Co. stock logo
BAC
Bank of America
4.8863 of 5 stars
2.34.02.53.32.73.33.1
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
4.4113 of 5 stars
2.34.02.52.12.52.51.9
Citigroup Inc. stock logo
C
Citigroup
4.7605 of 5 stars
2.33.03.32.62.41.73.8
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
4.6524 of 5 stars
2.33.02.52.53.51.73.1

Analyst Ratings

CompanyConsensus Rating ScoreConsensus RatingConsensus Price Target% Upside from Current Price
Bank of America Co. stock logo
BAC
Bank of America
2.60
Moderate Buy$35.537.42% Upside
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
2.63
Moderate Buy$179.112.34% Upside
Citigroup Inc. stock logo
C
Citigroup
2.50
Moderate Buy$56.624.87% Upside
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
2.50
Moderate Buy$51.437.01% Upside

Current Analyst Ratings

Latest Analyst Ratings

DateCompanyBrokerageActionRatingPrice TargetDetails
2/1/2024
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
The Goldman Sachs Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Reiterated RatingBuy ➝ Buy
1/30/2024
Bank of America Co. stock logo
BAC
Bank of America
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$49.00 ➝ $50.00
1/30/2024
Bank of America Co. stock logo
BAC
Bank of America
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
UpgradeEqual Weight ➝ Overweight$32.00 ➝ $41.00
1/30/2024
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$232.00 ➝ $238.00
1/30/2024
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$191.00 ➝ $221.00
1/30/2024
Citigroup Inc. stock logo
C
Citigroup
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOutperform ➝ Outperform$93.00 ➝ $95.00
1/30/2024
Citigroup Inc. stock logo
C
Citigroup
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
UpgradeUnderweight ➝ Overweight$46.00 ➝ $65.00
1/30/2024
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
Morgan Stanley
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Boost Price TargetOverweight ➝ Overweight$54.00 ➝ $63.00
1/18/2024
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
Odeon Capital Group
Subscribe to MarketBeat All Access for the recommendation accuracy rating
DowngradeBuy ➝ Hold$48.80
1/16/2024
Bank of America Co. stock logo
BAC
Bank of America
Oppenheimer
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetOutperform ➝ Outperform$50.00 ➝ $49.00
1/16/2024
Bank of America Co. stock logo
BAC
Bank of America
BMO Capital Markets
Subscribe to MarketBeat All Access for the recommendation accuracy rating
Lower Price TargetMarket Perform ➝ Market Perform$37.00 ➝ $36.00
(Data available from 2/11/2021 forward. View 10+ years of historical ratings with our analyst ratings screener.)

Sales & Book Value

CompanyAnnual RevenuePrice/SalesCashflowPrice/CashBook ValuePrice/Book
Bank of America Co. stock logo
BAC
Bank of America
$98.58B2.65$3.94 per share8.40$33.26 per share0.99
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$239.43B2.10$15.24 per share11.48$104.45 per share1.68
Citigroup Inc. stock logo
C
Citigroup
$156.82B0.66$10.07 per share5.36$98.57 per share0.55
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$115.34B1.51$5.25 per share9.15$46.26 per share1.04

Profitability & Earnings

CompanyNet IncomeEPSTrailing P/E RatioForward P/E RatioP/E GrowthNet MarginsReturn on Equity (ROE)Return on Assets (ROA)Next Earnings Date
Bank of America Co. stock logo
BAC
Bank of America
$26.52B$3.0710.779.781.5115.42%11.38%0.93%4/16/2024 (Estimated)
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$49.55B$16.2210.7911.002.2120.70%17.80%1.33%4/12/2024 (Estimated)
Citigroup Inc. stock logo
C
Citigroup
$9.23B$3.9913.537.361.475.88%6.49%0.51%4/12/2024 (Estimated)
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$19.14B$4.829.979.091.0016.60%12.40%1.07%4/12/2024 (Estimated)

Latest Earnings

DateQuarterCompanyConsensus EstimateReported EPSBeat/MissGap EPSRevenue EstimateActual RevenueDetails
1/12/2024Q4 2023
Bank of America Co. stock logo
BAC
Bank of America
$0.69$0.70+$0.01$1.05$23.70 billion$22.00 billion    
1/12/2024Q4 2023
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3.73$3.04-$0.69$4.90$39.73 billion$38.57 billion    
1/12/2024Q4 2023
Citigroup Inc. stock logo
C
Citigroup
$0.73-$1.16-$1.89$2.84$18.71 billion$17.44 billion    
1/12/2024Q4 2023
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1.16$0.86-$0.30$1.72$20.30 billion$20.48 billion    

Dividends

CompanyAnnual PayoutDividend Yield3-Year Dividend GrowthPayout RatioYears of Consecutive Growth
Bank of America Co. stock logo
BAC
Bank of America
$0.962.90%+8.51%31.27%3 Years
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4.202.40%+4.00%25.89%1 Years
Citigroup Inc. stock logo
C
Citigroup
$2.123.93%+0.65%53.13%1 Years
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$1.402.91%+2.14%29.05%3 Years

Latest Dividends

AnnouncementCompanyPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
1/31/2024
Bank of America Co. stock logo
BAC
Bank of America
quarterly$0.242.82%2/29/20243/1/20243/29/2024
1/23/2024
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
quarterly$0.352.85%2/1/20242/2/20243/1/2024
1/11/2024
Citigroup Inc. stock logo
C
Citigroup
quarterly$0.534.07%2/2/20242/5/20242/23/2024
12/12/2023
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
quarterly$1.052.62%1/4/20241/4/20241/31/2024
(Data available from 1/1/2013 forward)

Debt

CompanyDebt-to-Equity RatioCurrent RatioQuick Ratio
Bank of America Co. stock logo
BAC
Bank of America
1.15
0.80
0.80
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
1.30
0.91
0.90
Citigroup Inc. stock logo
C
Citigroup
1.52
0.95
0.94
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
1.24
0.88
0.88

Ownership

Institutional Ownership

CompanyInstitutional Ownership
Bank of America Co. stock logo
BAC
Bank of America
68.06%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
68.94%
Citigroup Inc. stock logo
C
Citigroup
69.26%
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
72.47%

Insider Ownership

CompanyInsider Ownership
Bank of America Co. stock logo
BAC
Bank of America
0.27%
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
0.79%
Citigroup Inc. stock logo
C
Citigroup
0.09%
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
0.07%

Miscellaneous

CompanyEmployeesShares OutstandingFree FloatOptionable
Bank of America Co. stock logo
BAC
Bank of America
217,0007.91 billion7.89 billionOptionable
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
293,7232.88 billion2.85 billionOptionable
Citigroup Inc. stock logo
C
Citigroup
240,0001.91 billion1.91 billionOptionable
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
238,0003.63 billion3.63 billionOptionable

Headlines

SourceHeadline
WealthPlan Investment Management LLC Increases Stake in Wells Fargo & Company (NYSE:WFC)WealthPlan Investment Management LLC Increases Stake in Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 11 at 4:16 AM
Skandinaviska Enskilda Banken AB publ Decreases Stake in Wells Fargo & Company (NYSE:WFC)Skandinaviska Enskilda Banken AB publ Decreases Stake in Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 10 at 10:34 AM
Big banks have drastically cut overdraft fees, but customers still paid $2.2 billion last yearBig banks have drastically cut overdraft fees, but customers still paid $2.2 billion last year
cnbc.com - February 9 at 1:07 PM
Mitsubishi UFJ Trust & Banking Corp Has $95.47 Million Stock Holdings in Wells Fargo & Company (NYSE:WFC)Mitsubishi UFJ Trust & Banking Corp Has $95.47 Million Stock Holdings in Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 9 at 11:08 AM
S&P 500 rockets to new highs as earnings beat estimates (WFC)S&P 500 rockets to new highs as earnings beat estimates (WFC)
marketbeat.com - February 9 at 7:25 AM
Commonwealth of Pennsylvania Public School Empls Retrmt SYS Has $30.06 Million Stock Position in Wells Fargo & Company (NYSE:WFC)Commonwealth of Pennsylvania Public School Empls Retrmt SYS Has $30.06 Million Stock Position in Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 8 at 8:20 PM
Nasdaq Private Market Closes $62.4 Million Series B Financing, Led by Nasdaq, with New Investments from BNP Paribas, DRW Venture Capital, UBS, and Wells FargoNasdaq Private Market Closes $62.4 Million Series B Financing, Led by Nasdaq, with New Investments from BNP Paribas, DRW Venture Capital, UBS, and Wells Fargo
finance.yahoo.com - February 8 at 10:44 AM
State of New Jersey Common Pension Fund D Trims Stake in Wells Fargo & Company (NYSE:WFC)State of New Jersey Common Pension Fund D Trims Stake in Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 7 at 9:59 PM
New Wells recruiting head hangs hat on offering advisors choiceNew Wells recruiting head hangs hat on offering advisors choice
finance.yahoo.com - February 7 at 7:36 PM
Wells Fargo Announces Redemption of Preferred Series R StockWells Fargo Announces Redemption of Preferred Series R Stock
msn.com - February 7 at 9:34 AM
Usher confesses to new show at Philadelphias Wells Fargo Center for Past Present Future tourUsher confesses to new show at Philadelphia's Wells Fargo Center for Past Present Future tour
msn.com - February 6 at 8:44 PM
Wells Fargo & Company: Wells Fargo: Recent Share Price Appreciation Has Reduced Margin of Safety for Prospective InvestorsWells Fargo & Company: Wells Fargo: Recent Share Price Appreciation Has Reduced Margin of Safety for Prospective Investors
finance.yahoo.com - February 6 at 8:44 PM
Wells Fargo & Company (NYSE:WFC) Shares Bought by Vanguard Personalized Indexing Management LLCWells Fargo & Company (NYSE:WFC) Shares Bought by Vanguard Personalized Indexing Management LLC
marketbeat.com - February 6 at 12:50 PM
Wells Fargo & Company Announces Full Redemption of its Series R Preferred Stock and Related Depositary SharesWells Fargo & Company Announces Full Redemption of its Series R Preferred Stock and Related Depositary Shares
finance.yahoo.com - February 6 at 10:43 AM
3 transportation stocks gearing up for a new rally (WFC)3 transportation stocks gearing up for a new rally (WFC)
marketbeat.com - February 6 at 7:25 AM
3 chemical stocks to play the industry breakout (WFC)3 chemical stocks to play the industry breakout (WFC)
marketbeat.com - February 6 at 6:20 AM
A Closer Look at Wells Fargos Options Market DynamicsA Closer Look at Wells Fargo's Options Market Dynamics
benzinga.com - February 5 at 6:21 PM
Wells Fargo & Company (NYSE:WFC) Shares Sold by Gamco Investors INC. ET ALWells Fargo & Company (NYSE:WFC) Shares Sold by Gamco Investors INC. ET AL
marketbeat.com - February 5 at 1:55 PM
Markets suddenly price Eli Lilly stock for a breakout on earnings (WFC)Markets suddenly price Eli Lilly stock for a breakout on earnings (WFC)
marketbeat.com - February 5 at 11:16 AM
Is Wells Fargo Stock Still a Buy After Its Recent Surge?Is Wells Fargo Stock Still a Buy After Its Recent Surge?
fool.com - February 5 at 8:21 AM
Fort Sheridan Advisors LLC Purchases 15,000 Shares of Wells Fargo & Company (NYSE:WFC)Fort Sheridan Advisors LLC Purchases 15,000 Shares of Wells Fargo & Company (NYSE:WFC)
marketbeat.com - February 4 at 10:07 AM
Wells Fargo: A 6.2% Preferred Dividend Yield While Waiting For Decreasing RatesWells Fargo: A 6.2% Preferred Dividend Yield While Waiting For Decreasing Rates
seekingalpha.com - February 3 at 11:40 AM
Wells Fargo & Company (NYSE:WFC) is Equity Investment Corps 6th Largest PositionWells Fargo & Company (NYSE:WFC) is Equity Investment Corp's 6th Largest Position
marketbeat.com - February 2 at 12:40 PM
Wells Fargo & Company Sees Unusually High Options Volume (NYSE:WFC)Wells Fargo & Company Sees Unusually High Options Volume (NYSE:WFC)
americanbankingnews.com - February 2 at 2:42 AM

New MarketBeat Followers Over Time

Media Sentiment Over Time

Top Headlines

All Headlines

Company Descriptions

Bank of America logo

Bank of America

NYSE:BAC
Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, noninterest-and interest-bearing checking accounts, and investment accounts and products; and credit and debit cards, residential mortgages, and home equity loans, as well as direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans. The company's Global Wealth & Investment Management segment offers investment management, brokerage, banking, and trust and retirement products and services; and wealth management solutions, as well as customized solutions, including specialty asset management services. Its Global Banking segment provides lending products and services, including commercial loans, leases, commitment facilities, trade finance, and commercial real estate and asset-based lending; treasury solutions, such as treasury management, foreign exchange, and short-term investing options and merchant services; working capital management solutions; and debt and equity underwriting and distribution, and merger-related and other advisory services. The company's Global Markets segment offers market-making, financing, securities clearing, settlement, and custody services, as well as risk management products using interest rate, equity, credit, currency and commodity derivatives, foreign exchange, fixed-income, and mortgage-related products. The company was founded in 1784 and is based in Charlotte, North Carolina.
JPMorgan Chase & Co. logo

JPMorgan Chase & Co.

NYSE:JPM
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit, investment and lending products, cash management, and payments and services to consumers and small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, auto loans, leases, and travel services. The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; payments and cross-border financing; and cash and derivative instruments, risk management solutions, prime brokerage, and research. This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, payments, investment banking, and asset management to small and midsized companies, local governments, nonprofit clients, and large corporations; and commercial real estate banking services to investors, developers, and owners of multifamily, office, retail, industrial, and affordable housing properties. The AWM segment offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; and retirement products and services, brokerage, custody, estate planning, lending, deposits, and investment management products. The company also provides ATM, online and mobile, and telephone banking services. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
Citigroup logo

Citigroup

NYSE:C
Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. It operates through three segments: Institutional Clients Group (ICG), Personal Banking and Wealth Management (PBWM), and Legacy Franchises. The ICG segment offers wholesale banking products and services, including fixed income and equity sales and trading, foreign exchange, prime brokerage, derivative, equity and fixed income research, corporate lending, investment banking and advisory, private banking, cash management, trade finance, and securities services to corporate, institutional, and public sector clients. The PBWM segment offers traditional banking services to retail and small business customers through retail banking, cash, rewards, value portfolios, and co-branded cards. It also provides various banking, credit cards, custody, trust, mortgages, home equity, small business, and personal consumer loans. The Legacy Franchises segment provides traditional retail banking and branded card products to retail and small business customers. The company was founded in 1812 and is headquartered in New York, New York.
Wells Fargo & Company logo

Wells Fargo & Company

NYSE:WFC
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Its serves to independent offices and consumer banks. The company was founded in 1852 and is headquartered in San Francisco, California.

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