CA
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Clearstead Advisors’s FirstService FSV Stock Holding History

Clearstead 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 		$62.2K Buy
+438
New +$60.8K ﹤0.01% 1428
2025
Q4 		– Sell
-106
Closed -$20.2K – 2929
2025
Q3 		$20.2K Sell
106
-279
-72% -$54K ﹤0.01% 1641
2025
Q2 		$67.2K Sell
385
-48
-11% -$8.31K ﹤0.01% 1188
2025
Q1 		$71.9K Sell
433
-35
-7% -$6.13K ﹤0.01% 1076
2024
Q4 		$84.7K Sell
468
-241
-34% -$45.1K ﹤0.01% 1056
2024
Q3 		$129K Sell
709
-135
-16% -$23.2K ﹤0.01% 968
2024
Q2 		$129K Buy
+844
New +$128K ﹤0.01% 944

Other funds holding FSV

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's FSV Position: Q2 2026 in Review

Clearstead Advisors opened a new position in FirstService (FSV) in Q2 2026: 438 shares worth $62.2K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FSV as recently as Q3 2025.

Clearstead Advisors first reported a position in FSV in Q2 2024 and has held it in 7 quarters since. The position peaked at $129K in Q3 2024. 108 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Clearstead Advisors held 438 shares of FirstService worth $62.2K as of Q2 2026.
  • FirstService was a new Clearstead Advisors position in Q2 2026.
  • FirstService made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1428 holding.
  • Clearstead Advisors first reported a position in FirstService in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's FirstService position peaked at $129K in Q3 2024.
  • 108 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.