Creative Planning
FSV icon

Creative Planning’s FirstService FSV Stock Holding History

Creative Planning’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 		$3.31M Buy
23,325
+12,067
+107% +$1.67M ﹤0.01% 1706
2026
Q1 		$1.56M Buy
11,258
+566
+5% +$86.2K ﹤0.01% 2097
2025
Q4 		$1.66M Sell
10,692
-1,369
-11% -$223K ﹤0.01% 1869
2025
Q3 		$2.3M Buy
12,061
+1,042
+9% +$202K ﹤0.01% 1437
2025
Q2 		$1.92M Buy
11,019
+2,322
+27% +$402K ﹤0.01% 1345
2025
Q1 		$1.44M Sell
8,697
-3,723
-30% -$652K ﹤0.01% 1426
2024
Q4 		$2.25M Buy
12,420
+3,147
+34% +$588K ﹤0.01% 1059
2024
Q3 		$1.69M Buy
9,273
+4,752
+105% +$817K ﹤0.01% 1175
2024
Q2 		$689K Buy
4,521
+30
+0.7% +$4.53K ﹤0.01% 1687
2024
Q1 		$745K Buy
4,491
+2,252
+101% +$372K ﹤0.01% 1552
2023
Q4 		$363K Buy
2,239
+87
+4% +$13.2K ﹤0.01% 1949
2023
Q3 		$313K Buy
2,152
+324
+18% +$49.5K ﹤0.01% 1904
2023
Q2 		$282K Buy
+1,828
New +$266K ﹤0.01% 1955
2016
Q3 		– Sell
-100
Closed -$5K – 4624
2016
Q2 		$5K Hold
100
– – ﹤0.01% 3637
2016
Q1 		$4K Hold
100
– – ﹤0.01% 3689
2015
Q4 		$4K Hold
100
– – ﹤0.01% 3779
2015
Q3 		$3K Buy
+100
New +$3.1K ﹤0.01% 3818

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

Creative Planning's FSV Position: Q2 2026 in Review

Creative Planning increased its FirstService (FSV) stake by 107% in Q2 2026, buying an estimated $1.67M and bringing the position to 23,325 shares worth $3.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Creative Planning first reported a position in FSV in Q3 2015 and has held it in 17 quarters since. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Creative Planning held 23,325 shares of FirstService worth $3.31M as of Q2 2026.
  • Creative Planning bought 12,067 FirstService shares in Q2 2026, an estimated $1.67M.
  • FirstService made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1706 holding.
  • Creative Planning first reported a position in FirstService in Q3 2015 and has held it in 17 quarters since.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.