CFO
XYZ

Callan Family Office’s Block Inc XYZ Stock Holding History

Callan Family Office’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$398K Sell
6,618
-431
-6% -$26.2K 0.01% 842
2025
Q4 		$459K Buy
7,049
+756
+12% +$52.1K 0.01% 808
2025
Q3 		$455K Buy
6,293
+491
+8% +$36.8K 0.01% 562
2025
Q2 		$394K Buy
+5,802
New +$338K 0.01% 685

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Callan Family Office reduced its Block Inc (XYZ) stake by 6.1% in Q1 2026, selling an estimated $26.2K and leaving 6,618 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #842.

Callan Family Office first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $459K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Callan Family Office held 6,618 shares of Block Inc worth $398K as of Q1 2026.
  • Callan Family Office sold 431 Block Inc shares in Q1 2026, an estimated $26.2K.
  • Block Inc made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #842 holding.
  • Callan Family Office first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Block Inc position peaked at $459K in Q4 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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