BWA
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Basecamp Wealth Advisors’s FirstService FSV Stock Holding History

Basecamp Wealth Advisors’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
-24
Closed -$3.33K – 1888
2026
Q1 		$3.33K Sell
24
-55
-70% -$8.37K ﹤0.01% 1277
2025
Q4 		$12.3K Buy
+79
New +$12.9K ﹤0.01% 914

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Basecamp Wealth Advisors's FSV Position: Q2 2026 in Review

Basecamp Wealth Advisors sold out of FirstService (FSV) in Q2 2026, closing a stake of 24 shares — an estimated $3.33K sold.

Basecamp Wealth Advisors first reported a position in FSV in Q4 2025 and held it in 2 quarters. The position peaked at $12.3K in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Basecamp Wealth Advisors reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 24 FirstService shares in Q2 2026, an estimated $3.33K.
  • Basecamp Wealth Advisors first reported a position in FirstService in Q4 2025 and held it in 2 quarters.
  • Basecamp Wealth Advisors's FirstService position peaked at $12.3K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.