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 Q2	$10.7M	Sell	51,088 -1,158	-2%	-$217K	0.21%	90
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

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

Callan Family Office reduced its Simpson Manufacturing (SSD) stake by 2.2% in Q2 2026, selling an estimated $217K and leaving 51,088 shares worth $10.7M. The position accounts for 0.21% of the portfolio, ranked #90.

Callan Family Office first reported a position in SSD in Q4 2023 and has held it in 10 quarters since. 488 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

Callan Family Office held 51,088 shares of Simpson Manufacturing worth $10.7M as of Q2 2026.
Callan Family Office sold 1,158 Simpson Manufacturing shares in Q2 2026, an estimated $217K.
Simpson Manufacturing made up 0.21% of Callan Family Office's portfolio in Q2 2026, its #90 holding.
Callan Family Office first reported a position in Simpson Manufacturing in Q4 2023 and has held it in 10 quarters since.
488 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

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