BEI
FSV icon

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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return