CFO
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Callan Family Office’s Nice NICE Stock Holding History

Callan Family Office’s Portfolio NICE Stock Details NICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99M Buy
21,930
+6,901
+46% +$669K 0.04% 391
2026
Q1 		$1.66M Buy
15,029
+6,690
+80% +$764K 0.04% 404
2025
Q4 		$943K Buy
8,339
+3,030
+57% +$366K 0.02% 565
2025
Q3 		$769K Buy
+5,309
New +$796K 0.02% 425

Other funds holding NICE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Callan Family Office increased its Nice (NICE) stake by 46% in Q2 2026, buying an estimated $669K and bringing the position to 21,930 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #391.

Callan Family Office first reported a position in NICE in Q3 2025 and has held it in 4 quarters since. 320 funds tracked by Wall St. Rank hold NICE as of Q2 2026.

  • Callan Family Office held 21,930 shares of Nice worth $1.99M as of Q2 2026.
  • Callan Family Office bought 6,901 Nice shares in Q2 2026, an estimated $669K.
  • Nice made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #391 holding.
  • Callan Family Office first reported a position in Nice in Q3 2025 and has held it in 4 quarters since.
  • 320 funds tracked by Wall St. Rank held Nice as of Q2 2026.

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