Corient Private Wealth
FSV icon

Corient Private Wealth’s FirstService FSV Stock Holding History

Corient Private Wealth’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 		$884K Buy
+6,220
New +$863K ﹤0.01% 1882
2026
Q1 		– Sell
-8,896
Closed -$1.38M – 2893
2025
Q4 		$1.38M Sell
8,896
-457
-5% -$74.4K ﹤0.01% 1341
2025
Q3 		$1.78M Buy
9,353
+4,737
+103% +$917K ﹤0.01% 1124
2025
Q2 		$806K Sell
4,616
-11,891
-72% -$2.06M ﹤0.01% 1466
2025
Q1 		$2.74M Sell
16,507
-2,422
-13% -$424K ﹤0.01% 867
2024
Q4 		$3.43M Sell
18,929
-1,372
-7% -$256K 0.01% 812
2024
Q3 		$3.7M Sell
20,301
-3,956
-16% -$680K 0.01% 845
2024
Q2 		$3.7M Sell
24,257
-3,328
-12% -$503K 0.01% 797
2024
Q1 		$4.57M Sell
27,585
-149
-0.5% -$24.6K 0.01% 726
2023
Q4 		$4.5M Sell
27,734
-48,848
-64% -$7.38M 0.01% 724
2023
Q3 		$11.1M Sell
76,582
-758
-1% -$116K 0.03% 456
2023
Q2 		$11.9M Buy
77,340
+22,755
+42% +$3.31M 0.03% 445
2023
Q1 		$7.7M Buy
+54,585
New +$7.52M 0.02% 480

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Corient Private Wealth's FSV Position: Q2 2026 in Review

Corient Private Wealth opened a new position in FirstService (FSV) in Q2 2026: 6,220 shares worth $884K. The stake represents ﹤0.01% of the portfolio and ranks #1882 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in FSV as recently as Q4 2025.

Corient Private Wealth first reported a position in FSV in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.9M in Q2 2023. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Corient Private Wealth held 6,220 shares of FirstService worth $884K as of Q2 2026.
  • FirstService was a new Corient Private Wealth position in Q2 2026.
  • FirstService made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1882 holding.
  • Corient Private Wealth first reported a position in FirstService in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's FirstService position peaked at $11.9M in Q2 2023.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.