Callan Family Office, LLC

Family Office

Position in BNY — Bank of New York Mellon Corp

CIK 1938970 RADNOR, PA

Position in BNY

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

Position Value

$16,237,100

+$2,210,764 QoQ

Shares Held

112,282

-5.0% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#285

of 1,878 holders

Holding Since

Mar 2023

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $156,885,740 across 17 Banks - Diversified names. BNY ranks #4 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	102,480	$33,544,778
2	BAC	Bank Of America Corp /De/	339,038	$19,318,385
3	WFC	Wells Fargo & Company/Mn	227,104	$18,767,874
4	BNY	Bank of New York Mellon Corp This page	112,282	$16,237,100
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	340,958	$8,544,407
6	BCS	Barclays PLC	306,117	$8,222,302
7	SAN	Banco Santander, S.A.	594,575	$8,205,135
8	HSBC	Hsbc Holdings PLC	82,060	$7,803,085

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,237,100	112,282	-5.0%	Shares	Sole	2026-08-11
2026-03-31	$14,026,336	118,236	-2.3%	Shares	Sole	2026-05-13
2025-12-31	$14,043,987	120,975	+11.4%	Shares	Sole	2026-02-12
2025-09-30	$11,830,876	108,580	-8.3%	Shares	Sole	2025-11-04
2025-06-30	$10,789,975	118,428	+226.3%	Shares	Sole	2025-07-24
2025-03-31	$3,044,145	36,296	-5.5%	Shares	Sole	2025-05-13
2024-12-31	$2,950,963	38,409	+97.5%	Shares	Sole	2025-02-07
2023-03-31	$883,671	19,447	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.