CIBC Private Wealth Group’s FirstService FSV Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$36.5K	Buy	235 +3	+1%	+$488	﹤0.01%	1917
2025 Q3	$44.2K	Sell	232 -5	-2%	-$967	﹤0.01%	1850
2025 Q2	$41.4K	Buy	237 +18	+8%	+$3.12K	﹤0.01%	1739
2025 Q1	$34.8K	Hold	219	–	–	﹤0.01%	1769
2024 Q4	$38.9K	Hold	219	–	–	﹤0.01%	1774
2024 Q3	$40K	Hold	219	–	–	﹤0.01%	1857
2024 Q2	$33.7K	Hold	219	–	–	﹤0.01%	1832
2024 Q1	$36.1K	Buy	+219	New	+$36.1K	﹤0.01%	1800

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CIBC Private Wealth Group's FSV Position: Q4 2025 in Review

CIBC Private Wealth Group increased its FirstService (FSV) stake by 1.3% in Q4 2025, buying an estimated $488 and bringing the position to 235 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

CIBC Private Wealth Group first reported a position in FSV in Q1 2024 and has held it in 8 quarters since. The position peaked at $44.2K in Q3 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

CIBC Private Wealth Group held 235 shares of FirstService worth $36.5K as of Q4 2025.
CIBC Private Wealth Group bought 3 FirstService shares in Q4 2025, an estimated $488.
FirstService made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1917 holding.
CIBC Private Wealth Group first reported a position in FirstService in Q1 2024 and has held it in 8 quarters since.
CIBC Private Wealth Group's FirstService position peaked at $44.2K in Q3 2025.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.