Callan Family Office, LLC

Family Office

Position in GS — Goldman Sachs Group Inc

CIK 1938970 RADNOR, PA

Position in GS

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

Position Value

$17,627,047

-$1,125,539 QoQ

Shares Held

20,836

-2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 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 $57,735,133 across 12 Capital Markets names. GS ranks #2 (30.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	225,717	$21,212,883
2	GS	Goldman Sachs Group Inc This page	20,836	$17,627,047
3	MS	Morgan Stanley	36,672	$6,035,111
4	MC	Moelis & Co	81,436	$4,641,852
5	LPLA	LPL Financial Holdings Inc.	6,674	$2,007,739
6	NMR	Nomura Holdings Inc	166,576	$1,314,284
7	FUTU	Futu Holdings Ltd	9,410	$1,286,911
8	HOOD	Robinhood Markets, Inc.	17,118	$1,186,277

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,627,047	20,836	-2.3%	Shares	Sole	2026-05-13
2025-12-31	$18,752,586	21,334	+25.8%	Shares	Sole	2026-02-12
2025-09-30	$13,499,725	16,952	-14.1%	Shares	Sole	2025-11-04
2025-06-30	$13,960,368	19,725	+264.3%	Shares	Sole	2025-07-24
2025-03-31	$2,958,160	5,415	-39.1%	Shares	Sole	2025-05-13
2024-12-31	$5,094,027	8,896	+490.3%	Shares	Sole	2025-02-07
2024-09-30	$746,130	1,507	+34.1%	Shares	Sole	2024-10-08
2024-06-30	$508,407	1,124	+20.0%	Shares	Sole	2024-07-26
2023-12-31	$361,466	937	+14.0%	Shares	Sole	2024-02-14
2023-09-30	$265,974	822	0.0%	Shares	Sole	2023-11-14
2023-06-30	$265,127	822	-77.2%	Shares	Sole	2023-08-14
2023-03-31	$1,179,231	3,605	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.