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 Q2	$228K	Sell	1,607 -4,244	-73%	-$589K	﹤0.01%	1090
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 $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Callan Family Office reduced its FirstService (FSV) stake by 73% in Q2 2026, selling an estimated $589K and leaving 1,607 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Callan Family Office first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $813K in Q1 2026. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Callan Family Office held 1,607 shares of FirstService worth $228K as of Q2 2026.
Callan Family Office sold 4,244 FirstService shares in Q2 2026, an estimated $589K.
FirstService made up ﹤0.01% of Callan Family Office's portfolio in Q2 2026, its #1090 holding.
Callan Family Office first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
Callan Family Office's FirstService position peaked at $813K in Q1 2026.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

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