Avidian Wealth Enterprises’s FirstService FSV Stock Holding History

Avidian Wealth Enterprises’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	$283K	Buy	+1,994	New	+$277K	0.01%	611

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

Avidian Wealth Enterprises's FSV Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in FirstService (FSV) in Q2 2026: 1,994 shares worth $283K. The stake represents 0.01% of the portfolio and ranks #611 among its holdings.

279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Avidian Wealth Enterprises held 1,994 shares of FirstService worth $283K as of Q2 2026.
FirstService was a new Avidian Wealth Enterprises position in Q2 2026.
FirstService made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #611 holding.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.