CFO
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Callan Family Office’s Simpson Manufacturing SSD Stock Holding History

Callan Family Office’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.97M Buy
52,246
+668
+1% +$123K 0.2% 94
2025
Q4 		$8.33M Buy
51,578
+3,289
+7% +$556K 0.18% 108
2025
Q3 		$8.09M Sell
48,289
-2,309
-5% -$413K 0.26% 81
2025
Q2 		$7.86M Buy
50,598
+46,236
+1,060% +$7.16M 0.25% 86
2025
Q1 		$685K Sell
4,362
-2,857
-40% -$469K 0.05% 268
2024
Q4 		$1.2M Buy
7,219
+5,161
+251% +$945K 0.08% 217
2024
Q3 		$394K Buy
2,058
+284
+16% +$51K 0.07% 119
2024
Q2 		$299K Buy
+1,774
New +$311K 0.06% 120
2024
Q1 		– Sell
-1,090
Closed -$216K – 108
2023
Q4 		$216K Buy
+1,090
New +$173K 0.05% 96

Other funds holding SSD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Callan Family Office increased its Simpson Manufacturing (SSD) stake by 1.3% in Q1 2026, buying an estimated $123K and bringing the position to 52,246 shares worth $8.97M. The position accounts for 0.2% of the portfolio, ranked #94.

Callan Family Office first reported a position in SSD in Q4 2023 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold SSD as of Q1 2026.

  • Callan Family Office held 52,246 shares of Simpson Manufacturing worth $8.97M as of Q1 2026.
  • Callan Family Office bought 668 Simpson Manufacturing shares in Q1 2026, an estimated $123K.
  • Simpson Manufacturing made up 0.2% of Callan Family Office's portfolio in Q1 2026, its #94 holding.
  • Callan Family Office first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 9 quarters since.
  • 460 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q1 2026.

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