CFO
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Callan Family Office’s FirstService FSV Stock Holding History

Callan Family Office’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$813K Buy
5,851
+979
+20% +$149K 0.02% 617
2025
Q4 		$758K Buy
+4,872
New +$793K 0.02% 631

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Callan Family Office increased its FirstService (FSV) stake by 20% in Q1 2026, buying an estimated $149K and bringing the position to 5,851 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #617.

Callan Family Office first reported a position in FSV in Q4 2025 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Callan Family Office held 5,851 shares of FirstService worth $813K as of Q1 2026.
  • Callan Family Office bought 979 FirstService shares in Q1 2026, an estimated $149K.
  • FirstService made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #617 holding.
  • Callan Family Office first reported a position in FirstService in Q4 2025 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

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