Callan Family Office, LLC
Family OfficePosition in FCNCA — First Citizens Bancshares Inc /De/
CIK 1938970
RADNOR, PA
Position in FCNCA
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,082,010
+$158,527 QoQ
Shares Held
520
+6.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#295
of 624 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FCNCA Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $65,376,156 across 46 Banks - Regional names. FCNCA ranks #21 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
177,603 | $5,995,877 | |
| 2 | FITB |
Fifth Third Bancorp
|
103,732 | $5,847,372 | |
| 3 | FHB |
First Hawaiian, Inc.
|
156,694 | $4,591,134 | |
| 4 | MFG |
Mizuho Financial Group Inc
|
475,954 | $4,559,639 | |
| 5 | BANF |
Bancfirst Corp /Ok/
|
33,035 | $3,671,179 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
13,478 | $3,318,553 | |
| 7 | NWG |
NatWest Group plc
|
178,289 | $3,143,235 | |
| 8 | HDB |
Hdfc Bank Ltd
|
100,684 | $2,600,667 |
All Filings in FCNCA
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,082,010 | 520 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $923,483 | 490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,064,505 | 496 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $876,688 | 490 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,011,494 | 517 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $697,149 | 376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $809,286 | 383 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||