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Arax Advisory Partners’s FirstService FSV Stock Holding History

Arax Advisory Partners’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 		$69.1K Sell
486
-142
-23% -$19.7K ﹤0.01% 3008
2026
Q1 		$85.6K Sell
628
-178
-22% -$27.1K ﹤0.01% 1463
2025
Q4 		$125K Sell
806
-287
-26% -$46.7K ﹤0.01% 1236
2025
Q3 		$208K Buy
1,093
+722
+195% +$140K ﹤0.01% 1249
2025
Q2 		$79K Sell
371
-144
-28% -$24.9K ﹤0.01% 1038
2025
Q1 		$85.5K Buy
515
+330
+178% +$57.8K 0.01% 771
2024
Q4 		$33.5K Buy
185
+10
+6% +$1.87K ﹤0.01% 1015
2024
Q3 		$31.9K Buy
175
+17
+11% +$2.92K ﹤0.01% 895
2024
Q2 		$24.1K Buy
158
+104
+193% +$15.7K ﹤0.01% 909
2024
Q1 		$8.96K Hold
54
– – ﹤0.01% 795
2023
Q4 		$8.75K Buy
54
+5
+10% +$756 ﹤0.01% 779
2023
Q3 		$7.13K Buy
49
+7
+17% +$1.07K ﹤0.01% 797
2023
Q2 		$6.47K Sell
42
-6
-13% -$872 ﹤0.01% 804
2023
Q1 		$6.77K Hold
48
– – ﹤0.01% 773
2022
Q4 		$5.88K Hold
48
– – ﹤0.01% 748
2022
Q3 		$6K Buy
+48
New +$6.13K ﹤0.01% 746
2022
Q2 		– Sell
-4
Closed -$1K – 1188
2022
Q1 		$1K Sell
4
-7
-64% -$1.06K ﹤0.01% 1032
2021
Q4 		$2K Buy
11
+7
+175% +$1.35K ﹤0.01% 879
2021
Q3 		$1K Buy
+4
New +$740 ﹤0.01% 903

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

Arax Advisory Partners's FSV Position: Q2 2026 in Review

Arax Advisory Partners reduced its FirstService (FSV) stake by 23% in Q2 2026, selling an estimated $19.7K and leaving 486 shares worth $69.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Arax Advisory Partners first reported a position in FSV in Q3 2021 and has held it in 19 quarters since. The position peaked at $208K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Arax Advisory Partners held 486 shares of FirstService worth $69.1K as of Q2 2026.
  • Arax Advisory Partners sold 142 FirstService shares in Q2 2026, an estimated $19.7K.
  • FirstService made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #3008 holding.
  • Arax Advisory Partners first reported a position in FirstService in Q3 2021 and has held it in 19 quarters since.
  • Arax Advisory Partners's FirstService position peaked at $208K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.