ClearBridge Investments
FSV icon

ClearBridge Investments’s FirstService FSV Stock Holding History

ClearBridge Investments’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 		$49M Buy
344,696
+54,844
+19% +$7.61M 0.04% 330
2026
Q1 		$40.3M Buy
289,852
+43,764
+18% +$6.66M 0.04% 343
2025
Q4 		$38.3M Buy
246,088
+44,996
+22% +$7.32M 0.03% 359
2025
Q3 		$38.3M Sell
201,092
-4,315
-2% -$835K 0.03% 365
2025
Q2 		$35.9M Sell
205,407
-11,031
-5% -$1.91M 0.03% 357
2025
Q1 		$36.9M Sell
216,438
-9,323
-4% -$1.63M 0.03% 348
2024
Q4 		$40.9M Sell
225,761
-3,587
-2% -$671K 0.03% 344
2024
Q3 		$41.8M Sell
229,348
-2,217
-1% -$381K 0.03% 347
2024
Q2 		$35.3M Sell
231,565
-2,211
-0.9% -$334K 0.03% 376
2024
Q1 		$38.8M Sell
233,776
-2,625
-1% -$433K 0.03% 370
2023
Q4 		$38.3M Buy
+236,401
New +$35.7M 0.03% 367

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

ClearBridge Investments's FSV Position: Q2 2026 in Review

ClearBridge Investments increased its FirstService (FSV) stake by 19% in Q2 2026, buying an estimated $7.61M and bringing the position to 344,696 shares worth $49M. The position accounts for 0.04% of the portfolio, ranked #330.

ClearBridge Investments first reported a position in FSV in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • ClearBridge Investments held 344,696 shares of FirstService worth $49M as of Q2 2026.
  • ClearBridge Investments bought 54,844 FirstService shares in Q2 2026, an estimated $7.61M.
  • FirstService made up 0.04% of ClearBridge Investments's portfolio in Q2 2026, its #330 holding.
  • ClearBridge Investments first reported a position in FirstService in Q4 2023 and has held it in 11 quarters since.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.