Congress Asset Management’s FirstService FSV Stock Holding History

Congress Asset Management’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	-43,743	Closed	-$6.08M	–	391
2026 Q1	$6.08M	Buy	+43,743	New	+$6.66M	0.04%	241
2025 Q1	–	Sell	-1,284	Closed	-$232K	–	383
2024 Q4	$232K	Buy	+1,284	New	+$240K	﹤0.01%	377

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

Congress Asset Management's FSV Position: Q2 2026 in Review

Congress Asset Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 43,743 shares — an estimated $6.08M sold.

Congress Asset Management first reported a position in FSV in Q4 2024 and held it in 2 quarters. The position peaked at $6.08M in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Congress Asset Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 43,743 FirstService shares in Q2 2026, an estimated $6.08M.
Congress Asset Management first reported a position in FirstService in Q4 2024 and held it in 2 quarters.
Congress Asset Management's FirstService position peaked at $6.08M in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.