Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,944,774
+$1,909,663 QoQ
Shares Held
38,006
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#624
of 2,734 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $64,325,689 across 14 Capital Markets names. MS ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,918 | $21,155,837 | |
| 2 | SCHW |
Schwab Charles Corp
|
217,027 | $20,025,081 | |
| 3 | MS |
Morgan Stanley
This page
|
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 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,944,774 | 38,006 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,035,111 | 36,672 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,953,850 | 39,170 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,090,199 | 25,731 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,028,455 | 28,599 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,490,109 | 12,772 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,195,802 | 25,420 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||