CBIZ Investment Advisory Services’s FirstService FSV Stock Holding History

CBIZ Investment Advisory Services’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 Q1	–	Sell	-158	Closed	-$24.7K	–	552
2025 Q4	$24.7K	Buy	158 +24	+18%	+$3.9K	﹤0.01%	243
2025 Q3	$25.6K	Sell	134 -2	-1%	-$387	﹤0.01%	215
2025 Q2	$23.8K	Buy	136 +1	+0.7%	+$173	﹤0.01%	238
2025 Q1	$22.5K	Sell	135 -1	-0.7%	-$175	﹤0.01%	215
2024 Q4	$24.7K	Buy	136 +38	+39%	+$7.1K	﹤0.01%	188
2024 Q3	$17.9K	Buy	98 +44	+81%	+$7.56K	﹤0.01%	208
2024 Q2	$8.24K	Buy	+54	New	+$8.16K	﹤0.01%	267

Other funds holding FSV

OAG

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

CBIZ Investment Advisory Services's FSV Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of FirstService (FSV) in Q1 2026, closing a stake of 158 shares — an estimated $24.7K sold.

CBIZ Investment Advisory Services first reported a position in FSV in Q2 2024 and held it in 7 quarters. The position peaked at $25.6K in Q3 2025. 299 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 158 FirstService shares in Q1 2026, an estimated $24.7K.
CBIZ Investment Advisory Services first reported a position in FirstService in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's FirstService position peaked at $25.6K in Q3 2025.
299 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.