CoreCap Advisors
FSV icon

CoreCap Advisors’s FirstService FSV Stock Holding History

CoreCap 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
-11
Closed -$1.56K – 3239
2026
Q2 		$1.56K Buy
+11
New +$1.53K ﹤0.01% 2601

Other funds holding FSV

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

CoreCap Advisors's FSV Position: Q3 2026 in Review

CoreCap Advisors sold out of FirstService (FSV) in Q3 2026, closing a stake of 11 shares — an estimated $1.56K sold.

CoreCap Advisors first reported a position in FSV in Q2 2026 and held it in 1 quarter. The position peaked at $1.56K in Q2 2026. 37 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • CoreCap Advisors reported no remaining FirstService position as of Q3 2026 after selling out during the quarter.
  • CoreCap Advisors sold 11 FirstService shares in Q3 2026, an estimated $1.56K.
  • CoreCap Advisors first reported a position in FirstService in Q2 2026 and held it in 1 quarter.
  • CoreCap Advisors's FirstService position peaked at $1.56K in Q2 2026.
  • 37 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.