CFO
E icon

Callan Family Office’s ENI E Stock Holding History

Callan Family Office’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.21M Sell
74,288
-4,891
-6% -$219K 0.1% 220
2025
Q4 		$3M Buy
79,179
+27,431
+53% +$1.01M 0.06% 264
2025
Q3 		$1.81M Sell
51,748
-4,533
-8% -$156K 0.06% 278
2025
Q2 		$1.82M Buy
56,281
+20,769
+58% +$616K 0.06% 284
2025
Q1 		$1.1M Sell
35,512
-7,944
-18% -$232K 0.08% 202
2024
Q4 		$1.19M Buy
+43,456
New +$1.27M 0.08% 219

Other funds holding E

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return