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Advisornet Financial’s FirstService FSV Stock Holding History

Advisornet Financial’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 		– Sell
-39
Closed -$5.42K – 2315
2026
Q1 		$5.42K Hold
39
– – ﹤0.01% 1714
2025
Q4 		$6.07K Buy
39
+4
+11% +$651 ﹤0.01% 1686
2025
Q3 		$6.67K Hold
35
– – ﹤0.01% 1635
2025
Q2 		$6.11K Hold
35
– – ﹤0.01% 1623
2025
Q1 		$5.81K Hold
35
– – ﹤0.01% 1578
2024
Q4 		$6.34K Sell
35
-17
-33% -$3.18K ﹤0.01% 1431
2024
Q3 		$9.49K Sell
52
-29
-36% -$4.99K ﹤0.01% 1433
2024
Q2 		$12.3K Hold
81
– – ﹤0.01% 1236
2024
Q1 		$13.4K Buy
81
+7
+9% +$1.16K ﹤0.01% 1198
2023
Q4 		$12K Sell
74
-50
-40% -$7.56K ﹤0.01% 1256
2023
Q3 		$18K Buy
124
+10
+9% +$1.53K ﹤0.01% 1061
2023
Q2 		$17.6K Sell
114
-28
-20% -$4.07K ﹤0.01% 1140
2023
Q1 		$20K Sell
142
-31
-18% -$4.27K ﹤0.01% 1074
2022
Q4 		$21.2K Buy
+173
New +$21.4K ﹤0.01% 1040

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Advisornet Financial's FSV Position: Q2 2026 in Review

Advisornet Financial sold out of FirstService (FSV) in Q2 2026, closing a stake of 39 shares — an estimated $5.42K sold.

Advisornet Financial first reported a position in FSV in Q4 2022 and held it in 14 quarters. The position peaked at $21.2K in Q4 2022. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Advisornet Financial reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Advisornet Financial sold 39 FirstService shares in Q2 2026, an estimated $5.42K.
  • Advisornet Financial first reported a position in FirstService in Q4 2022 and held it in 14 quarters.
  • Advisornet Financial's FirstService position peaked at $21.2K in Q4 2022.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.