Concurrent Investment Advisors
FSV icon

Concurrent Investment Advisors’s FirstService FSV Stock Holding History

Concurrent Investment 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
Q3 		– Sell
-1,577
Closed -$224K – 2448
2026
Q2 		$224K Sell
1,577
-118
-7% -$16.4K ﹤0.01% 1876
2026
Q1 		$236K Buy
1,695
+276
+19% +$42K ﹤0.01% 1644
2025
Q4 		$221K Buy
+1,419
New +$231K ﹤0.01% 1583
2024
Q2 		– Sell
-1,276
Closed -$212K – 1023
2024
Q1 		$212K Sell
1,276
-253
-17% -$41.7K 0.01% 794
2023
Q4 		$248K Buy
+1,529
New +$231K 0.01% 710

Other funds holding FSV

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Concurrent Investment Advisors's FSV Position: Q3 2026 in Review

Concurrent Investment Advisors sold out of FirstService (FSV) in Q3 2026, closing a stake of 1,577 shares — an estimated $224K sold.

Concurrent Investment Advisors first reported a position in FSV in Q4 2023 and held it in 5 quarters. The position peaked at $248K in Q4 2023. 95 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Concurrent Investment Advisors reported no remaining FirstService position as of Q3 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 1,577 FirstService shares in Q3 2026, an estimated $224K.
  • Concurrent Investment Advisors first reported a position in FirstService in Q4 2023 and held it in 5 quarters.
  • Concurrent Investment Advisors's FirstService position peaked at $248K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.