Callan Family Office, LLC

Family Office

Position in GS — Goldman Sachs Group Inc

CIK 1938970 RADNOR, PA

Position in GS

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

Position Value

$21,155,837

+$3,528,790 QoQ

Shares Held

20,918

+0.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#453

of 3,139 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. GS ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc This page	20,918	$21,155,837
2	SCHW	Schwab Charles Corp	217,027	$20,025,081
3	MS	Morgan Stanley	38,006	$7,944,774
4	MC	Moelis & Co	81,327	$5,320,412
5	LPLA	LPL Financial Holdings Inc.	7,444	$2,096,825
6	HOOD	Robinhood Markets, Inc.	17,626	$1,767,535
7	IBKR	Interactive Brokers Group, Inc.	18,156	$1,580,298
8	NMR	Nomura Holdings Inc	173,593	$1,524,146

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,155,837	20,918	+0.4%	Shares	Sole	2026-08-11
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.