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Investment strategy
Model Portfolios
Model Portfolios is pursued by 1 firm tracked on DataBane, spanning Other. Among these profiles reporting in USD, Wells Fargo has the highest reported AUM at $786.6B. Profiles below cover each firm's mandate, focus areas, funds and relationships — updated as analysts publish new research.
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Firms
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Related funds
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Asset classes
Asset-class mix
Firms pursuing this strategy
Reported AUM in USD; reporting dates can differ.
Geographic exposure
Global4United States4North America3Canada2United Kingdom1Ireland1
Recent news
other
StepStone expands Wells Fargo-administered credit facility
Wells Fargo · 16/10/2026
other
Wells Fargo announces Cayetano Gea-Carrasco appointment to consumer AI and data leadership
Wells Fargo · 15/10/2026
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Massachusetts announces commission settlement involving two Wells Fargo broker-dealers
Wells Fargo · 15/10/2026
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Wells Fargo releases third-quarter 2026 financial results
Wells Fargo · 13/10/2026
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DailyPay completes second securitization with Wells Fargo as co-manager
Wells Fargo · 08/10/2026
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