Bell Investment Advisors’s FirstService FSV Stock Holding History

Bell Investment 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	$1.14K	Buy	8 +1	+14%	+$139	﹤0.01%	1501
2026 Q1	$973	Hold	7	–	–	﹤0.01%	1561
2025 Q4	$1.09K	Sell	7 -3	-30%	-$488	﹤0.01%	1525
2025 Q3	$1.91K	Hold	10	–	–	﹤0.01%	1355
2025 Q2	$1.75K	Hold	10	–	–	﹤0.01%	1403
2025 Q1	$1.66K	Hold	10	–	–	﹤0.01%	1376
2024 Q4	$1.81K	Hold	10	–	–	﹤0.01%	1374
2024 Q3	$1.82K	Hold	10	–	–	﹤0.01%	1385
2024 Q2	$1.52K	Sell	10 -1	-9%	-$151	﹤0.01%	1465
2024 Q1	$1.82K	Hold	11	–	–	﹤0.01%	1395
2023 Q4	$1.78K	Buy	11 +6	+120%	+$907	﹤0.01%	1375
2023 Q3	$728	Buy	5 +2	+67%	+$305	﹤0.01%	1659
2023 Q2	$463	Buy	+3	New	+$436	﹤0.01%	1875

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

Bell Investment Advisors's FSV Position: Q2 2026 in Review

Bell Investment Advisors increased its FirstService (FSV) stake by 14% in Q2 2026, buying an estimated $139 and bringing the position to 8 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Bell Investment Advisors first reported a position in FSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.91K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Bell Investment Advisors held 8 shares of FirstService worth $1.14K as of Q2 2026.
Bell Investment Advisors bought 1 FirstService share in Q2 2026, an estimated $139.
FirstService made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1501 holding.
Bell Investment Advisors first reported a position in FirstService in Q2 2023 and has held it in 13 quarters since.
Bell Investment Advisors's FirstService position peaked at $1.91K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.