Copeland Capital Management’s FirstService FSV Stock Holding History

Copeland Capital 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	$49.5M	Sell	348,416 -20,127	-5%	-$2.79M	1.02%	36
2026 Q1	$51.2M	Buy	368,543 +22,501	+7%	+$3.43M	1.14%	33
2025 Q4	$53.8M	Buy	346,042 +10,970	+3%	+$1.78M	1.2%	30
2025 Q3	$63.8M	Sell	335,072 -17,297	-5%	-$3.35M	1.33%	22
2025 Q2	$61.5M	Sell	352,369 -30,483	-8%	-$5.28M	1.27%	28
2025 Q1	$63.5M	Buy	382,852 +25,829	+7%	+$4.53M	1.27%	24
2024 Q4	$64.6M	Buy	357,023 +3,686	+1%	+$689K	1.2%	29
2024 Q3	$64.5M	Buy	353,337 +110,930	+46%	+$19.1M	1.12%	36
2024 Q2	$36.9M	Buy	+242,407	New	+$36.6M	0.69%	60

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

Copeland Capital Management's FSV Position: Q2 2026 in Review

Copeland Capital Management reduced its FirstService (FSV) stake by 5.5% in Q2 2026, selling an estimated $2.79M and leaving 348,416 shares worth $49.5M. The position accounts for 1.02% of the portfolio, ranked #36.

Copeland Capital Management first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $64.6M in Q4 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Copeland Capital Management held 348,416 shares of FirstService worth $49.5M as of Q2 2026.
Copeland Capital Management sold 20,127 FirstService shares in Q2 2026, an estimated $2.79M.
FirstService made up 1.02% of Copeland Capital Management's portfolio in Q2 2026, its #36 holding.
Copeland Capital Management first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Copeland Capital Management's FirstService position peaked at $64.6M in Q4 2024.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.