Capstone Investment Advisors
FSV icon

Capstone Investment Advisors’s FirstService FSV Stock Holding History

Capstone 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 		– Sell
-2,035
Closed -$283K – 1754
2026
Q1 		$283K Sell
2,035
-1,005
-33% -$153K ﹤0.01% 1389
2025
Q4 		$473K Sell
3,040
-3,248
-52% -$528K ﹤0.01% 1167
2025
Q3 		$1.2M Buy
6,288
+4,082
+185% +$790K ﹤0.01% 948
2025
Q2 		$385K Buy
+2,206
New +$382K ﹤0.01% 1269
2024
Q2 		– Sell
-2,128
Closed -$353K – 2215
2024
Q1 		$353K Buy
+2,128
New +$351K ﹤0.01% 1739
2023
Q3 		– Sell
-3,452
Closed -$532K – 2163
2023
Q2 		$532K Buy
+3,452
New +$502K ﹤0.01% 1131

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Capstone Investment Advisors sold out of FirstService (FSV) in Q2 2026, closing a stake of 2,035 shares — an estimated $283K sold.

Capstone Investment Advisors first reported a position in FSV in Q2 2023 and held it in 6 quarters. The position peaked at $1.2M in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Capstone Investment Advisors reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,035 FirstService shares in Q2 2026, an estimated $283K.
  • Capstone Investment Advisors first reported a position in FirstService in Q2 2023 and held it in 6 quarters.
  • Capstone Investment Advisors's FirstService position peaked at $1.2M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.