Aviso Financial’s FirstService FSV Stock Holding History

Aviso Financial’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	$1.09M	Sell	7,822 -1,012	-11%	-$154K	0.04%	149
2025 Q4	$1.37M	Sell	8,834 -241	-3%	-$39.2K	0.05%	130
2025 Q3	$1.73M	Buy	9,075 +158	+2%	+$30.6K	0.07%	115
2025 Q2	$1.56M	Buy	8,917 +7	+0.1%	+$1.21K	0.07%	117
2025 Q1	$1.48M	Buy	8,910 +533	+6%	+$93.4K	0.07%	117
2024 Q4	$1.52M	Sell	8,377 -7	-0.1%	-$1.31K	0.08%	115
2024 Q3	$1.53M	Sell	8,384 -561	-6%	-$96.4K	0.08%	109
2024 Q2	$1.36M	Buy	+8,945	New	+$1.35M	0.08%	108

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aviso Financial's FSV Position: Q1 2026 in Review

Aviso Financial reduced its FirstService (FSV) stake by 11% in Q1 2026, selling an estimated $154K and leaving 7,822 shares worth $1.09M. The position accounts for 0.04% of the portfolio, ranked #149.

Aviso Financial first reported a position in FSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Aviso Financial held 7,822 shares of FirstService worth $1.09M as of Q1 2026.
Aviso Financial sold 1,012 FirstService shares in Q1 2026, an estimated $154K.
FirstService made up 0.04% of Aviso Financial's portfolio in Q1 2026, its #149 holding.
Aviso Financial first reported a position in FirstService in Q2 2024 and has held it in 8 quarters since.
Aviso Financial's FirstService position peaked at $1.73M in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.