Bare Financial Services’s FirstService FSV Stock Holding History

Bare Financial Services’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	-29	Closed	-$4.03K	–	1836
2026 Q1	$4.03K	Buy	29 +25	+625%	+$3.81K	﹤0.01%	741
2025 Q4	$622	Hold	4	–	–	﹤0.01%	1289
2025 Q3	$762	Hold	4	–	–	﹤0.01%	1100
2025 Q2	$698	Hold	4	–	–	﹤0.01%	1020
2025 Q1	$664	Buy	+4	New	+$701	﹤0.01%	660

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

Bare Financial Services's FSV Position: Q2 2026 in Review

Bare Financial Services sold out of FirstService (FSV) in Q2 2026, closing a stake of 29 shares — an estimated $4.03K sold.

Bare Financial Services first reported a position in FSV in Q1 2025 and held it in 5 quarters. The position peaked at $4.03K in Q1 2026. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Bare Financial Services reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Bare Financial Services sold 29 FirstService shares in Q2 2026, an estimated $4.03K.
Bare Financial Services first reported a position in FirstService in Q1 2025 and held it in 5 quarters.
Bare Financial Services's FirstService position peaked at $4.03K in Q1 2026.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.