Clark Wealth Partners’s FirstService FSV Stock Holding History

Clark Wealth Partners’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	-127	Closed	-$17.7K	–	600
2026 Q1	$17.7K	Hold	127	–	–	0.01%	198
2025 Q4	$19.8K	Hold	127	–	–	0.01%	180
2025 Q3	$19.8K	Sell	127 -63	-33%	-$12.2K	0.01%	180
2025 Q2	$33.2K	Hold	190	–	–	0.02%	115
2025 Q1	$31.5K	Hold	190	–	–	0.02%	123
2024 Q4	$34.4K	Buy	+190	New	+$35.5K	0.03%	98

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

Clark Wealth Partners's FSV Position: Q2 2026 in Review

Clark Wealth Partners sold out of FirstService (FSV) in Q2 2026, closing a stake of 127 shares — an estimated $17.7K sold.

Clark Wealth Partners first reported a position in FSV in Q4 2024 and held it in 6 quarters. The position peaked at $34.4K in Q4 2024. 267 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Clark Wealth Partners reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Clark Wealth Partners sold 127 FirstService shares in Q2 2026, an estimated $17.7K.
Clark Wealth Partners first reported a position in FirstService in Q4 2024 and held it in 6 quarters.
Clark Wealth Partners's FirstService position peaked at $34.4K in Q4 2024.
267 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.