Action Point Financial Planning’s FirstService FSV Stock Holding History

Action Point Financial Planning’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	$6.25K	Buy	+44	New	+$6.11K	﹤0.01%	1696

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

Action Point Financial Planning's FSV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FirstService (FSV) in Q2 2026: 44 shares worth $6.25K. The stake represents ﹤0.01% of the portfolio and ranks #1696 among its holdings.

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

Action Point Financial Planning held 44 shares of FirstService worth $6.25K as of Q2 2026.
FirstService was a new Action Point Financial Planning position in Q2 2026.
FirstService made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1696 holding.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.