Benjamin Edwards Inc’s FirstService FSV Stock Holding History

Benjamin Edwards Inc’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
2025 Q4	–	Sell	-1,200	Closed	-$229K	–	1337
2025 Q3	$229K	Sell	1,200 -80	-6%	-$15.5K	﹤0.01%	1206
2025 Q2	$224K	Buy	+1,280	New	+$222K	﹤0.01%	1084
2024 Q3	–	Sell	-351	Closed	-$53K	–	1129
2024 Q2	$53K	Buy	351 +91	+35%	+$13.7K	0.01%	490
2024 Q1	$43K	Sell	260 -6	-2%	-$990	0.01%	504
2023 Q4	$43K	Buy	266 +3	+1%	+$454	0.01%	478
2023 Q3	$38K	Buy	263 +2	+0.8%	+$305	0.01%	478
2023 Q2	$40K	Buy	261 +35	+15%	+$5.09K	0.01%	478
2023 Q1	$32K	Buy	226 +1	+0.4%	+$138	0.01%	503
2022 Q4	$28K	Buy	225 +1	+0.4%	+$124	0.01%	467
2022 Q3	$27K	Buy	+224	New	+$28.6K	0.01%	481

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Benjamin Edwards Inc's FSV Position: Q4 2025 in Review

Benjamin Edwards Inc sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,200 shares — an estimated $229K sold.

Benjamin Edwards Inc first reported a position in FSV in Q3 2022 and held it in 10 quarters. The position peaked at $229K in Q3 2025. 307 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Benjamin Edwards Inc reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Benjamin Edwards Inc sold 1,200 FirstService shares in Q4 2025, an estimated $229K.
Benjamin Edwards Inc first reported a position in FirstService in Q3 2022 and held it in 10 quarters.
Benjamin Edwards Inc's FirstService position peaked at $229K in Q3 2025.
307 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Benjamin Edwards Inc's 13F filing for Q4 2025, filed 2 Feb 2026.