CFO
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Callan Family Office’s Blackrock BLK Stock Holding History

Callan Family Office’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.23M Sell
8,557
-6
-0.1% -$6.21K 0.16% 125
2026
Q1 		$8.23M Sell
8,563
-229
-3% -$241K 0.19% 108
2025
Q4 		$9.41M Buy
8,792
+1,331
+18% +$1.46M 0.2% 97
2025
Q3 		$8.7M Sell
7,461
-283
-4% -$316K 0.28% 73
2025
Q2 		$8.13M Buy
7,744
+3,410
+79% +$3.22M 0.26% 83
2025
Q1 		$4.1M Sell
4,334
-1,289
-23% -$1.26M 0.31% 71
2024
Q4 		$5.76M Buy
5,623
+4,583
+441% +$4.65M 0.37% 49
2024
Q3 		$987K Buy
1,040
+442
+74% +$383K 0.17% 68
2024
Q2 		$471K Buy
598
+41
+7% +$32K 0.09% 89
2024
Q1 		$464K Buy
557
+211
+61% +$170K 0.11% 60
2023
Q4 		$281K Buy
346
+6
+2% +$4.19K 0.07% 82
2023
Q3 		$220K Sell
340
-139
-29% -$97.1K 0.06% 79
2023
Q2 		$331K Sell
479
-35
-7% -$23.4K 0.09% 81
2023
Q1 		$344K Sell
514
-8
-2% -$5.63K 0.08% 124
2022
Q4 		$370K Buy
+522
New +$349K 0.12% 71

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Callan Family Office's BLK Position: Q2 2026 in Review

Callan Family Office reduced its Blackrock (BLK) stake by 0.07% in Q2 2026, selling an estimated $6.21K and leaving 8,557 shares worth $8.23M. The position accounts for 0.16% of the portfolio, ranked #125.

Callan Family Office first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.41M in Q4 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Callan Family Office held 8,557 shares of Blackrock worth $8.23M as of Q2 2026.
  • Callan Family Office sold 6 Blackrock shares in Q2 2026, an estimated $6.21K.
  • Blackrock made up 0.16% of Callan Family Office's portfolio in Q2 2026, its #125 holding.
  • Callan Family Office first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's Blackrock position peaked at $9.41M in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.