CPG
FSV icon

Cornerstone Planning Group’s FirstService FSV Stock Holding History

Cornerstone Planning Group’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 		$18.4K Buy
130
+25
+24% +$3.47K ﹤0.01% 697
2026
Q1 		$13.2K Sell
105
-4
-4% -$609 ﹤0.01% 819
2025
Q4 		$17.2K Sell
109
-16
-13% -$2.6K ﹤0.01% 625
2025
Q3 		$19.6K Buy
125
+95
+317% +$18.4K ﹤0.01% 590
2025
Q2 		$5.92K Sell
30
-15
-33% -$2.6K ﹤0.01% 685
2025
Q1 		$7.77K Buy
45
+26
+137% +$4.56K ﹤0.01% 627
2024
Q4 		$3.53K Hold
19
– – ﹤0.01% 657
2024
Q3 		$3.63K Hold
19
– – ﹤0.01% 645
2024
Q2 		$3.2K Buy
19
+14
+280% +$2.12K ﹤0.01% 664
2024
Q1 		$748 Buy
+5
New +$825 ﹤0.01% 845

Other funds holding FSV

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

Cornerstone Planning Group's FSV Position: Q2 2026 in Review

Cornerstone Planning Group increased its FirstService (FSV) stake by 24% in Q2 2026, buying an estimated $3.47K and bringing the position to 130 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Cornerstone Planning Group first reported a position in FSV in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.6K in Q3 2025. 115 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Cornerstone Planning Group held 130 shares of FirstService worth $18.4K as of Q2 2026.
  • Cornerstone Planning Group bought 25 FirstService shares in Q2 2026, an estimated $3.47K.
  • FirstService made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #697 holding.
  • Cornerstone Planning Group first reported a position in FirstService in Q1 2024 and has held it in 10 quarters since.
  • Cornerstone Planning Group's FirstService position peaked at $19.6K in Q3 2025.
  • 115 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.