Burney Company’s FirstService FSV Stock Holding History

Burney Company’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	$1.4M	Buy	+10,952	New	+$1.53M	0.04%	291

Other funds holding FSV

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Burney Company's FSV Position: Q3 2026 in Review

Burney Company opened a new position in FirstService (FSV) in Q3 2026: 10,952 shares worth $1.4M. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

132 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

Burney Company held 10,952 shares of FirstService worth $1.4M as of Q3 2026.
FirstService was a new Burney Company position in Q3 2026.
FirstService made up 0.04% of Burney Company's portfolio in Q3 2026, its #291 holding.
132 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.