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Callan Family Office’s Factset FDS Stock Holding History

Callan Family Office’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Buy
1,450
+138
+11% +$31.7K 0.01% 960
2026
Q1 		$285K Sell
1,312
-3,623
-73% -$846K 0.01% 952
2025
Q4 		$1.43M Sell
4,935
-3,316
-40% -$931K 0.03% 440
2025
Q3 		$2.36M Sell
8,251
-459
-5% -$175K 0.08% 242
2025
Q2 		$3.9M Buy
8,710
+7,965
+1,069% +$3.49M 0.12% 182
2025
Q1 		$339K Sell
745
-1,206
-62% -$549K 0.03% 398
2024
Q4 		$937K Buy
+1,951
New +$927K 0.06% 264

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Callan Family Office increased its Factset (FDS) stake by 11% in Q2 2026, buying an estimated $31.7K and bringing the position to 1,450 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #960.

Callan Family Office first reported a position in FDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q2 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Callan Family Office held 1,450 shares of Factset worth $334K as of Q2 2026.
  • Callan Family Office bought 138 Factset shares in Q2 2026, an estimated $31.7K.
  • Factset made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #960 holding.
  • Callan Family Office first reported a position in Factset in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's Factset position peaked at $3.9M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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