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Cornerstone Financial Management’s FirstService FSV Stock Holding History

Cornerstone Financial 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 		$995 Sell
7
-3
-30% -$416 ﹤0.01% 1113
2026
Q1 		$1.39K Buy
10
+4
+67% +$609 ﹤0.01% 857
2025
Q4 		$933 Buy
+6
New +$976 ﹤0.01% 963

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

Cornerstone Financial Management's FSV Position: Q2 2026 in Review

Cornerstone Financial Management reduced its FirstService (FSV) stake by 30% in Q2 2026, selling an estimated $416 and leaving 7 shares worth $995. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Cornerstone Financial Management first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39K in Q1 2026. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Cornerstone Financial Management held 7 shares of FirstService worth $995 as of Q2 2026.
  • Cornerstone Financial Management sold 3 FirstService shares in Q2 2026, an estimated $416.
  • FirstService made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1113 holding.
  • Cornerstone Financial Management first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's FirstService position peaked at $1.39K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.