AAP
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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
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 $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return