CFO
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Callan Family Office’s Citigroup C Stock Holding History

Callan Family Office’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.33M Sell
52,344
-182
-0.3% -$23.7K 0.14% 142
2026
Q1 		$5.96M Sell
52,526
-4,501
-8% -$513K 0.14% 166
2025
Q4 		$6.65M Buy
57,027
+33,976
+147% +$3.53M 0.14% 146
2025
Q3 		$2.34M Sell
23,051
-5,674
-20% -$538K 0.07% 244
2025
Q2 		$2.45M Buy
28,725
+17,796
+163% +$1.29M 0.08% 248
2025
Q1 		$776K Sell
10,929
-1,816
-14% -$138K 0.06% 245
2024
Q4 		$897K Buy
+12,745
New +$859K 0.06% 270

Other funds holding C

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Callan Family Office reduced its Citigroup (C) stake by 0.35% in Q2 2026, selling an estimated $23.7K and leaving 52,344 shares worth $7.33M. The position accounts for 0.14% of the portfolio, ranked #142.

Callan Family Office first reported a position in C in Q4 2024 and has held it in 7 quarters since. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Callan Family Office held 52,344 shares of Citigroup worth $7.33M as of Q2 2026.
  • Callan Family Office sold 182 Citigroup shares in Q2 2026, an estimated $23.7K.
  • Citigroup made up 0.14% of Callan Family Office's portfolio in Q2 2026, its #142 holding.
  • Callan Family Office first reported a position in Citigroup in Q4 2024 and has held it in 7 quarters since.
  • 2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

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