Superior Planning, LLC’s FirstService FSV Stock Holding History

Superior Planning, LLC’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 Q3	$3.45K	Buy	+27	New	+$3.78K	﹤0.01%	1348

Other funds holding FSV

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Superior Planning, LLC's FSV Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FirstService (FSV) in Q3 2026: 27 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #1348 among its holdings.

168 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

Superior Planning, LLC held 27 shares of FirstService worth $3.45K as of Q3 2026.
FirstService was a new Superior Planning, LLC position in Q3 2026.
FirstService made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1348 holding.
168 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.