Annis Gardner Whiting Capital Advisors’s FirstService FSV Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-45	Closed	-$6.25K	–	673
2026 Q1	$6.25K	Hold	45	–	–	﹤0.01%	931
2025 Q4	$7K	Buy	+45	New	+$7.32K	﹤0.01%	828
2025 Q3	–	Sell	-85	Closed	-$14.8K	–	1282
2025 Q2	$14.8K	Buy	+85	New	+$14.7K	0.01%	626

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

Annis Gardner Whiting Capital Advisors's FSV Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of FirstService (FSV) in Q2 2026, closing a stake of 45 shares — an estimated $6.25K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FSV in Q2 2025 and held it in 3 quarters. The position peaked at $14.8K in Q2 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 45 FirstService shares in Q2 2026, an estimated $6.25K.
Annis Gardner Whiting Capital Advisors first reported a position in FirstService in Q2 2025 and held it in 3 quarters.
Annis Gardner Whiting Capital Advisors's FirstService position peaked at $14.8K in Q2 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.