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 Q2	$1.51M	Buy	10,590 +2,768	+35%	+$384K	0.05%	112
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 $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

Aviso Financial's FSV Position: Q2 2026 in Review

Aviso Financial increased its FirstService (FSV) stake by 35% in Q2 2026, buying an estimated $384K and bringing the position to 10,590 shares worth $1.51M. The position accounts for 0.05% of the portfolio, ranked #112.

Aviso Financial first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Aviso Financial held 10,590 shares of FirstService worth $1.51M as of Q2 2026.
Aviso Financial bought 2,768 FirstService shares in Q2 2026, an estimated $384K.
FirstService made up 0.05% of Aviso Financial's portfolio in Q2 2026, its #112 holding.
Aviso Financial first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's FirstService position peaked at $1.73M in Q3 2025.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.