AWA
FSV icon

Aaron Wealth Advisors’s FirstService FSV Stock Holding History

Aaron Wealth Advisors’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 		$319K Buy
+2,243
New +$311K 0.02% 560

Other funds holding FSV

BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Aaron Wealth Advisors's FSV Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in FirstService (FSV) in Q2 2026: 2,243 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #560 among its holdings.

21 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Aaron Wealth Advisors held 2,243 shares of FirstService worth $319K as of Q2 2026.
  • FirstService was a new Aaron Wealth Advisors position in Q2 2026.
  • FirstService made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #560 holding.
  • 21 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.