Atria Investments’s FirstService FSV Stock Holding History

Atria Investments’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	-1,751	Closed	-$243K	–	2177
2026 Q1	$243K	Sell	1,751 -1,981	-53%	-$302K	﹤0.01%	1878
2025 Q4	$581K	Sell	3,732 -149	-4%	-$24.2K	0.01%	1347
2025 Q3	$739K	Sell	3,881 -100	-3%	-$19.3K	0.01%	1198
2025 Q2	$695K	Buy	3,981 +1,519	+62%	+$263K	0.01%	1245
2025 Q1	$409K	Buy	+2,462	New	+$431K	0.01%	1462
2022 Q2	–	Sell	-8,055	Closed	-$1.17M	–	795
2022 Q1	$1.17M	Buy	8,055 +924	+13%	+$141K	0.02%	786
2021 Q4	$1.4M	Buy	7,131 +1,163	+19%	+$225K	0.03%	701
2021 Q3	$1.08M	Sell	5,968 -42	-0.7%	-$7.77K	0.02%	756
2021 Q2	$1.03M	Buy	+6,010	New	+$986K	0.02%	747
2020 Q1	–	Sell	-4,630	Closed	-$431K	–	772
2019 Q4	$431K	Buy	4,630 +1,001	+28%	+$94.3K	0.01%	839
2019 Q3	$372K	Buy	3,629 +413	+13%	+$42.1K	0.01%	657
2019 Q2	$335K	Buy	+3,216	New	+$291K	0.01%	706

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

Atria Investments's FSV Position: Q2 2026 in Review

Atria Investments sold out of FirstService (FSV) in Q2 2026, closing a stake of 1,751 shares — an estimated $243K sold.

Atria Investments first reported a position in FSV in Q2 2019 and held it in 12 quarters. The position peaked at $1.4M in Q4 2021. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Atria Investments reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 1,751 FirstService shares in Q2 2026, an estimated $243K.
Atria Investments first reported a position in FirstService in Q2 2019 and held it in 12 quarters.
Atria Investments's FirstService position peaked at $1.4M in Q4 2021.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.