Callan Family Office, LLC

Family Office

Position in WFC — Wells Fargo & Company/Mn

CIK 1938970 RADNOR, PA

Position in WFC

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$18,662,415

-$4,249,966 QoQ

Shares Held

234,423

-4.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Callan Family Office, LLC holds $134,208,801 across 16 Banks - Diversified names. WFC ranks #2 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	100,923	$29,687,509
2	WFC	Wells Fargo & Company/Mn This page	234,423	$18,662,415
3	BAC	Bank Of America Corp /De/	337,011	$16,429,286
4	BNY	Bank of New York Mellon Corp	118,236	$14,026,336
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	315,092	$6,824,892
6	HSBC	Hsbc Holdings PLC	79,568	$6,563,564
7	SAN	Banco Santander, S.A.	579,607	$6,537,966
8	BCS	Barclays PLC	300,841	$6,365,795

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,662,415	234,423	-4.6%	Shares	Sole	2026-05-13
2025-12-31	$22,912,381	245,841	+16.2%	Shares	Sole	2026-02-12
2025-09-30	$17,729,941	211,524	-8.3%	Shares	Sole	2025-11-04
2025-06-30	$18,477,114	230,618	+207.5%	Shares	Sole	2025-07-24
2025-03-31	$5,383,675	74,992	-23.7%	Shares	Sole	2025-05-13
2024-12-31	$6,907,331	98,339	+1388.2%	Shares	Sole	2025-02-07
2024-09-30	$373,285	6,608	-92.8%	Shares	Sole	2024-10-08
2024-06-30	$5,463,998	92,002	+0.6%	Shares	Sole	2024-07-26
2024-03-31	$5,301,311	91,465	+1.0%	Shares	Sole	2024-05-09
2023-12-31	$4,455,492	90,522	+0.2%	Shares	Sole	2024-02-14
2023-09-30	$3,692,395	90,367	+0.1%	Shares	Sole	2023-11-14
2023-06-30	$3,852,595	90,267	-29.0%	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.