ARS Wealth Advisors Group’s FirstService FSV Stock Holding History

ARS Wealth Advisors Group’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	$2.27M	Hold	16,000	–	–	0.18%	65
2026 Q1	$2.22M	Hold	16,000	–	–	0.19%	61
2025 Q4	$2.49M	Hold	16,000	–	–	0.22%	53
2025 Q3	$3.05M	Buy	16,000 +3,000	+23%	+$580K	0.3%	51
2025 Q2	$2.27M	Buy	+13,000	New	+$2.25M	0.26%	53
2023 Q4	–	Sell	-21,835	Closed	-$3.18M	–	156
2023 Q3	$3.18M	Buy	+21,835	New	+$3.33M	0.52%	46
2023 Q1	–	Sell	-13,835	Closed	-$1.7M	–	138
2022 Q4	$1.7M	Hold	13,835	–	–	0.28%	56
2022 Q3	$1.65M	Hold	13,835	–	–	0.25%	60
2022 Q2	$1.68M	Hold	13,835	–	–	0.23%	71
2022 Q1	$2M	Buy	13,835 +8,000	+137%	+$1.22M	0.35%	42
2021 Q4	$1.15M	Hold	5,835	–	–	0.19%	51
2021 Q3	$1.05M	Buy	+5,835	New	+$1.08M	0.19%	52

Other funds holding FSV

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

ARS Wealth Advisors Group's FSV Position: Q2 2026 in Review

ARS Wealth Advisors Group held its FirstService (FSV) position steady in Q2 2026 at 16,000 shares worth $2.27M. The position accounts for 0.18% of the portfolio, ranked #65.

ARS Wealth Advisors Group first reported a position in FSV in Q3 2021 and has held it in 12 quarters since. The position peaked at $3.18M in Q3 2023. 54 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

ARS Wealth Advisors Group held 16,000 shares of FirstService worth $2.27M as of Q2 2026.
ARS Wealth Advisors Group left its FirstService share count unchanged in Q2 2026.
FirstService made up 0.18% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #65 holding.
ARS Wealth Advisors Group first reported a position in FirstService in Q3 2021 and has held it in 12 quarters since.
ARS Wealth Advisors Group's FirstService position peaked at $3.18M in Q3 2023.
54 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.