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Callan Capital, LLC

SEC CIK
0001542166
Latest filing
Apr 29, 2025

WFC holding history

Wells Fargo & Company in every 13F filed by Callan Capital, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WFC overviewAll 13F holders of WFCFull Q1 2025 holdings

Shares (Q1 2025)
7,761
Value
$557.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2022
Holdings of WFC by Callan Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20257,761$557.2K<0.1%+1,364+21.3%AddedHolders
Q4 20246,397$449.3K<0.1%+373+6.2%AddedHolders
Q3 20246,024$340.3K<0.1%+220+3.8%AddedHolders
Q2 20245,804$344.7K<0.1%+342+6.3%AddedHolders
Q1 20245,462$316.6K<0.1%+5,462NewHolders
Q2 20230$00.0%−8,884−100.0%Sold outHolders
Q1 20238,884$332.1K<0.1%+500+6.0%AddedHolders
Q4 20228,384$346.2K<0.1%+8,384NewHolders