Brown, Lisle/Cummings
FSV icon

Brown, Lisle/Cummings’s FirstService FSV Stock Holding History

Brown, Lisle/Cummings’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
Q3 		$6.78K Sell
53
-3
-5% -$420 ﹤0.01% 665
2026
Q2 		$7.96K Sell
56
-4
-7% -$555 ﹤0.01% 630
2026
Q1 		$8.34K Buy
60
+10
+20% +$1.52K ﹤0.01% 603
2025
Q4 		$7.78K Hold
50
– – ﹤0.01% 520
2025
Q3 		$9.5K Hold
50
– – ﹤0.01% 508
2025
Q2 		$8.73K Hold
50
– – ﹤0.01% 516
2025
Q1 		$8.3K Hold
50
– – ﹤0.01% 514
2024
Q4 		$9.05K Hold
50
– – ﹤0.01% 495
2024
Q3 		$9.12K Hold
50
– – ﹤0.01% 478
2024
Q2 		$7.62K Hold
50
– – ﹤0.01% 478
2024
Q1 		$8.29K Hold
50
– – ﹤0.01% 450
2023
Q4 		$8.1K Hold
50
– – ﹤0.01% 460
2023
Q3 		$7.28K Hold
50
– – ﹤0.01% 441
2023
Q2 		$7.7K Hold
50
– – ﹤0.01% 445
2023
Q1 		$7.05K Hold
50
– – ﹤0.01% 432
2022
Q4 		$6.13K Hold
50
– – ﹤0.01% 426
2022
Q3 		$5.95K Hold
50
– – ﹤0.01% 422
2022
Q2 		$6.06K Hold
50
– – ﹤0.01% 404
2022
Q1 		$7.24K Buy
+50
New +$7.61K ﹤0.01% 415

Other funds holding FSV

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Lincluden Management
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 21.21% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Brown, Lisle/Cummings's FSV Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its FirstService (FSV) stake by 5.4% in Q3 2026, selling an estimated $420 and leaving 53 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Brown, Lisle/Cummings first reported a position in FSV in Q1 2022 and has held it in 19 quarters since. The position peaked at $9.5K in Q3 2025. 56 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Brown, Lisle/Cummings held 53 shares of FirstService worth $6.78K as of Q3 2026.
  • Brown, Lisle/Cummings sold 3 FirstService shares in Q3 2026, an estimated $420.
  • FirstService made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #665 holding.
  • Brown, Lisle/Cummings first reported a position in FirstService in Q1 2022 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's FirstService position peaked at $9.5K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.