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Callodine Capital Management, LP: WFC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Callodine Capital Management, LP on WFC, newest first. How the timeline and the estimate are built.

Callodine Capital Management, LP held 408,270 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,270 shares
    Change vs previous 13F +12,300 shares

    2.22% of the 13F portfolio, value $33,739,433.

    13F-HR 0001741675-26-000004 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 395,970 shares
    Change vs previous 13F +294,470 shares

    2.22% of the 13F portfolio, value $31,523,172.

    13F-HR 0001741675-26-000003 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,500 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,459,800.

    13F-HR 0001741675-26-000002 filed by Callodine Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).