Callan Family Office’s Wells Fargo WFC Stock Holding History

Callan Family Office’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
2026 Q2	$18.8M	Sell	227,104 -7,319	-3%	-$588K	0.37%	50
2026 Q1	$18.7M	Sell	234,423 -11,418	-5%	-$981K	0.42%	39
2025 Q4	$22.9M	Buy	245,841 +34,317	+16%	+$2.98M	0.49%	33
2025 Q3	$17.7M	Sell	211,524 -19,094	-8%	-$1.55M	0.57%	28
2025 Q2	$18.5M	Buy	230,618 +155,626	+208%	+$11.2M	0.58%	26
2025 Q1	$5.38M	Sell	74,992 -23,347	-24%	-$1.75M	0.4%	54
2024 Q4	$6.91M	Buy	98,339 +91,731	+1,388%	+$6.26M	0.44%	44
2024 Q3	$373K	Sell	6,608 -85,394	-93%	-$4.83M	0.06%	123
2024 Q2	$5.46M	Buy	92,002 +537	+0.6%	+$31.7K	1.05%	22
2024 Q1	$5.3M	Buy	91,465 +943	+1%	+$49.3K	1.24%	16
2023 Q4	$4.46M	Buy	90,522 +155	+0.2%	+$6.69K	1.1%	21
2023 Q3	$3.69M	Buy	90,367 +100	+0.1%	+$4.32K	0.98%	23
2023 Q2	$3.85M	Sell	90,267 -36,800	-29%	-$1.48M	1.02%	24
2023 Q1	$4.75M	Buy	+127,067	New	+$5.54M	1.15%	18

Other funds holding WFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Callan Family Office's WFC Position: Q2 2026 in Review

Callan Family Office reduced its Wells Fargo (WFC) stake by 3.1% in Q2 2026, selling an estimated $588K and leaving 227,104 shares worth $18.8M. The position accounts for 0.37% of the portfolio, ranked #50.

Callan Family Office first reported a position in WFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $22.9M in Q4 2025. 2,875 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

Callan Family Office held 227,104 shares of Wells Fargo worth $18.8M as of Q2 2026.
Callan Family Office sold 7,319 Wells Fargo shares in Q2 2026, an estimated $588K.
Wells Fargo made up 0.37% of Callan Family Office's portfolio in Q2 2026, its #50 holding.
Callan Family Office first reported a position in Wells Fargo in Q1 2023 and has held it in 14 quarters since.
Callan Family Office's Wells Fargo position peaked at $22.9M in Q4 2025.
2,875 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.