CFO
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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
Q2 		$481K Sell
6,331
-287
-4% -$20.2K 0.01% 832
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Callan Family Office reduced its Block Inc (XYZ) stake by 4.3% in Q2 2026, selling an estimated $20.2K and leaving 6,331 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #832.

Callan Family Office first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Callan Family Office held 6,331 shares of Block Inc worth $481K as of Q2 2026.
  • Callan Family Office sold 287 Block Inc shares in Q2 2026, an estimated $20.2K.
  • Block Inc made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #832 holding.
  • Callan Family Office first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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