Callan Family Office, LLC
Family OfficePosition in WFC — Wells Fargo & Company/Mn
CIK 1938970
RADNOR, PA
Position in WFC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,767,874
+$105,459 QoQ
Shares Held
227,104
-3.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#394
of 2,869 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $156,885,740 across 17 Banks - Diversified names. WFC ranks #3 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
102,480 | $33,544,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
339,038 | $19,318,385 | |
| 3 | WFC |
Wells Fargo & Company/Mn
This page
|
227,104 | $18,767,874 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
112,282 | $16,237,100 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
340,958 | $8,544,407 | |
| 6 | BCS |
Barclays PLC
|
306,117 | $8,222,302 | |
| 7 | SAN |
Banco Santander, S.A.
|
594,575 | $8,205,135 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
82,060 | $7,803,085 |
All Filings in WFC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,767,874 | 227,104 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $18,662,415 | 234,423 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,912,381 | 245,841 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,729,941 | 211,524 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,477,114 | 230,618 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $5,383,675 | 74,992 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,907,331 | 98,339 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $373,285 | 6,608 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,463,998 | 92,002 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,301,311 | 91,465 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,455,492 | 90,522 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,692,395 | 90,367 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,852,595 | 90,267 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,749,764 | 127,067 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||