Callan Capital’s Wells Fargo WFC Stock Holding History

Callan Capital’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$557K	Buy	7,761 +1,364	+21%	+$102K	0.04%	191
2024 Q4	$449K	Buy	6,397 +373	+6%	+$25.5K	0.03%	195
2024 Q3	$340K	Buy	6,024 +220	+4%	+$12.4K	0.02%	245
2024 Q2	$345K	Buy	5,804 +342	+6%	+$20.2K	0.03%	215
2024 Q1	$317K	Buy	+5,462	New	+$286K	0.03%	196
2023 Q2	–	Sell	-8,884	Closed	-$332K	–	193
2023 Q1	$332K	Buy	8,884 +500	+6%	+$21.8K	0.04%	137
2022 Q4	$346K	Buy	+8,384	New	+$371K	0.04%	128

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Callan Capital's WFC Position: Q1 2025 in Review

Callan Capital increased its Wells Fargo (WFC) stake by 21% in Q1 2025, buying an estimated $102K and bringing the position to 7,761 shares worth $557K. The position accounts for 0.04% of the portfolio, ranked #191.

Callan Capital first reported a position in WFC in Q4 2022 and has held it in 7 quarters since. 2,552 funds tracked by Wall St. Rank hold WFC as of Q1 2025.

Callan Capital held 7,761 shares of Wells Fargo worth $557K as of Q1 2025.
Callan Capital bought 1,364 Wells Fargo shares in Q1 2025, an estimated $102K.
Wells Fargo made up 0.04% of Callan Capital's portfolio in Q1 2025, its #191 holding.
Callan Capital first reported a position in Wells Fargo in Q4 2022 and has held it in 7 quarters since.
2,552 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.