Callan Family Office’s ASE Group ASX Stock Holding History

Callan Family Office’s Portfolio ASX Stock Details ASX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$791K	Buy	36,492 +27	+0.1%	+$568	0.02%	626
2025 Q4	$587K	Buy	36,465 +9,572	+36%	+$136K	0.01%	724
2025 Q3	$298K	Sell	26,893 -12,594	-32%	-$132K	0.01%	710
2025 Q2	$408K	Buy	+39,487	New	+$368K	0.01%	671

Other funds holding ASX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Callan Family Office's ASX Position: Q1 2026 in Review

Callan Family Office increased its ASE Group (ASX) stake by 0.07% in Q1 2026, buying an estimated $568 and bringing the position to 36,492 shares worth $791K. The position accounts for 0.02% of the portfolio, ranked #626.

Callan Family Office first reported a position in ASX in Q2 2025 and has held it in 4 quarters since. 369 funds tracked by Wall St. Rank hold ASX as of Q1 2026.

Callan Family Office held 36,492 shares of ASE Group worth $791K as of Q1 2026.
Callan Family Office bought 27 ASE Group shares in Q1 2026, an estimated $568.
ASE Group made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #626 holding.
Callan Family Office first reported a position in ASE Group in Q2 2025 and has held it in 4 quarters since.
369 funds tracked by Wall St. Rank held ASE Group as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.