CFO
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Callan Family Office’s Q2 Holdings QTWO Stock Holding History

Callan Family Office’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
9,706
+2,297
+31% +$129K 0.01% 794
2025
Q4 		$535K Buy
+7,409
New +$509K 0.01% 762

Other funds holding QTWO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Callan Family Office's QTWO Position: Q1 2026 in Review

Callan Family Office increased its Q2 Holdings (QTWO) stake by 31% in Q1 2026, buying an estimated $129K and bringing the position to 9,706 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #794.

Callan Family Office first reported a position in QTWO in Q4 2025 and has held it in 2 quarters since. The position peaked at $535K in Q4 2025. 349 funds tracked by Wall St. Rank hold QTWO as of Q1 2026.

  • Callan Family Office held 9,706 shares of Q2 Holdings worth $459K as of Q1 2026.
  • Callan Family Office bought 2,297 Q2 Holdings shares in Q1 2026, an estimated $129K.
  • Q2 Holdings made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #794 holding.
  • Callan Family Office first reported a position in Q2 Holdings in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's Q2 Holdings position peaked at $535K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Q2 Holdings as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.