Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,776,586
+$1,333,784 QoQ
Shares Held
136,735
-1.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#178
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Callan Family Office, LLC holds $156,885,740 across 17 Banks - Diversified names. UBS ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
|
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 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,776,586 | 136,735 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,442,802 | 139,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,371,653 | 137,587 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,084,809 | 50,849 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,928,788 | 57,031 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $696,924 | 22,753 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $784,772 | 25,883 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||