Centerpoint Advisors’s FirstService FSV Stock Holding History

Centerpoint 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	$17K	Sell	120 -1	-0.8%	-$139	﹤0.01%	291
2026 Q1	$17K	Buy	121 +23	+23%	+$3.5K	0.01%	265
2025 Q4	$15K	Hold	98	–	–	﹤0.01%	296
2025 Q3	$19K	Hold	98	–	–	0.01%	261
2025 Q2	$17K	Hold	98	–	–	0.01%	276
2025 Q1	$16K	Buy	98 +18	+23%	+$3.15K	0.01%	272
2024 Q4	$14K	Hold	80	–	–	﹤0.01%	318
2024 Q3	$15K	Buy	80 +39	+95%	+$6.7K	0.01%	319
2024 Q2	$6K	Buy	+41	New	+$6.19K	﹤0.01%	372

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Centerpoint Advisors's FSV Position: Q2 2026 in Review

Centerpoint Advisors reduced its FirstService (FSV) stake by 0.83% in Q2 2026, selling an estimated $139 and leaving 120 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Centerpoint Advisors first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $19K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Centerpoint Advisors held 120 shares of FirstService worth $17K as of Q2 2026.
Centerpoint Advisors sold 1 FirstService share in Q2 2026, an estimated $139.
FirstService made up ﹤0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #291 holding.
Centerpoint Advisors first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Centerpoint Advisors's FirstService position peaked at $19K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.