Callan Family Office, LLC

Family Office

Position in BN — BROOKFIELD Corp /ON/

CIK 1938970 RADNOR, PA

Position in BN

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,461,558

+$419,901 QoQ

Shares Held

104,756

+4.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#292

of 931 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $47,744,335 across 20 Asset Management names. BN ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	STT	State Street Corp	53,272	$9,034,931
2	BLK	BlackRock, Inc.	8,557	$8,228,068
3	BPRE	Bluerock Private Real Estate Fund	433,950	$5,645,689
4	BN	BROOKFIELD Corp /ON/ This page	104,756	$4,461,558
5	BX	Blackstone Inc.	32,638	$3,840,513
6	AMP	Ameriprise Financial Inc	7,187	$3,297,108
7	SEIC	Sei Investments Co	32,957	$2,890,658
8	APAM	Artisan Partners Asset Management Inc.	71,286	$2,461,505

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,461,558	104,756	+4.9%	Shares	Sole	2026-08-11
2026-03-31	$4,041,657	99,868	+508.4%	Shares	Sole	2026-05-13
2025-12-31	$753,284	16,415	+189.2%	Shares	Sole	2026-02-12
2025-09-30	$389,260	5,676	-67.4%	Shares	Sole	2025-11-04
2025-06-30	$1,075,879	17,395	+124.4%	Shares	Sole	2025-07-24
2025-03-31	$406,229	7,751	-40.8%	Shares	Sole	2025-05-13
2024-12-31	$751,905	13,088	+21.1%	Shares	Sole	2025-02-07
2024-09-30	$574,550	10,810	+0.7%	Shares	Sole	2024-10-08
2024-06-30	$446,097	10,739	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.