Callan Family Office, LLC

Family Office

Position in BAC — Bank Of America Corp /De/

CIK 1938970 RADNOR, PA

Position in BAC

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

Position Value

$16,429,286

-$3,269,789 QoQ

Shares Held

337,011

-5.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

9 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. BAC ranks #3 (12.2% 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	234,423	$18,662,415
3	BAC	Bank Of America Corp /De/ This page	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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,429,286	337,011	-5.9%	Shares	Sole	2026-05-13
2025-12-31	$19,699,075	358,165	+25.3%	Shares	Sole	2026-02-12
2025-09-30	$14,749,168	285,892	-7.8%	Shares	Sole	2025-11-04
2025-06-30	$14,679,563	310,219	+99.3%	Shares	Sole	2025-07-24
2025-03-31	$6,494,940	155,642	-21.3%	Shares	Sole	2025-05-13
2024-12-31	$8,695,859	197,858	+142.7%	Shares	Sole	2025-02-07
2024-09-30	$3,234,634	81,518	+478.8%	Shares	Sole	2024-10-08
2023-06-30	$404,098	14,085	-36.9%	Shares	Sole	2023-08-14
2023-03-31	$638,723	22,333	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.