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 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

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

Concurrent Investment Advisors's FSV Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FirstService (FSV) stake by 7% in Q2 2026, selling an estimated $16.4K and leaving 1,577 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Concurrent Investment Advisors first reported a position in FSV in Q4 2023 and has held it in 5 quarters since. The position peaked at $248K in Q4 2023. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Concurrent Investment Advisors held 1,577 shares of FirstService worth $224K as of Q2 2026.
Concurrent Investment Advisors sold 118 FirstService shares in Q2 2026, an estimated $16.4K.
FirstService made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1876 holding.
Concurrent Investment Advisors first reported a position in FirstService in Q4 2023 and has held it in 5 quarters since.
Concurrent Investment Advisors's FirstService position peaked at $248K in Q4 2023.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.