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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Callan Family Office's WFC Position: Q1 2026 in Review

Callan Family Office reduced its Wells Fargo (WFC) stake by 4.6% in Q1 2026, selling an estimated $981K and leaving 234,423 shares worth $18.7M. The position accounts for 0.42% of the portfolio, ranked #39.

Callan Family Office first reported a position in WFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.9M in Q4 2025. 2,801 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

Callan Family Office held 234,423 shares of Wells Fargo worth $18.7M as of Q1 2026.
Callan Family Office sold 11,418 Wells Fargo shares in Q1 2026, an estimated $981K.
Wells Fargo made up 0.42% of Callan Family Office's portfolio in Q1 2026, its #39 holding.
Callan Family Office first reported a position in Wells Fargo in Q1 2023 and has held it in 13 quarters since.
Callan Family Office's Wells Fargo position peaked at $22.9M in Q4 2025.
2,801 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.