Cetera Investment Advisers
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Cetera Investment Advisers’s FirstService FSV Stock Holding History

Cetera Investment Advisers’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 		$1.53M Sell
10,762
-796
-7% -$110K ﹤0.01% 2642
2026
Q1 		$1.61M Buy
11,558
+3,282
+40% +$500K ﹤0.01% 2484
2025
Q4 		$1.29M Sell
8,276
-712
-8% -$116K ﹤0.01% 2616
2025
Q3 		$1.71M Buy
8,988
+6,389
+246% +$1.24M ﹤0.01% 2315
2025
Q2 		$454K Buy
2,599
+925
+55% +$160K ﹤0.01% 3042
2025
Q1 		$278K Buy
+1,674
New +$293K ﹤0.01% 3328
2024
Q3 		– Sell
-2,853
Closed -$435K – 3809
2024
Q2 		$435K Sell
2,853
-543
-16% -$82K ﹤0.01% 2699
2024
Q1 		$563K Buy
3,396
+1,976
+139% +$326K ﹤0.01% 2511
2023
Q4 		$230K Buy
+1,420
New +$215K ﹤0.01% 1956
2022
Q2 		– Sell
-1,604
Closed -$232K – 1870
2022
Q1 		$232K Buy
1,604
+199
+14% +$30.3K ﹤0.01% 1622
2021
Q4 		$276K Buy
1,405
+31
+2% +$5.99K ﹤0.01% 1536
2021
Q3 		$248K Sell
1,374
-101
-7% -$18.7K ﹤0.01% 1552
2021
Q2 		$253K Buy
+1,475
New +$242K ﹤0.01% 1522

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

Cetera Investment Advisers's FSV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its FirstService (FSV) stake by 6.9% in Q2 2026, selling an estimated $110K and leaving 10,762 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Cetera Investment Advisers first reported a position in FSV in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.71M in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Cetera Investment Advisers held 10,762 shares of FirstService worth $1.53M as of Q2 2026.
  • Cetera Investment Advisers sold 796 FirstService shares in Q2 2026, an estimated $110K.
  • FirstService made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2642 holding.
  • Cetera Investment Advisers first reported a position in FirstService in Q2 2021 and has held it in 13 quarters since.
  • Cetera Investment Advisers's FirstService position peaked at $1.71M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.