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
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 $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning's FSV Position: Q1 2026 in Review

Creative Planning increased its FirstService (FSV) stake by 5.3% in Q1 2026, buying an estimated $86.2K and bringing the position to 11,258 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Creative Planning first reported a position in FSV in Q3 2015 and has held it in 16 quarters since. The position peaked at $2.3M in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Creative Planning held 11,258 shares of FirstService worth $1.56M as of Q1 2026.
  • Creative Planning bought 566 FirstService shares in Q1 2026, an estimated $86.2K.
  • FirstService made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2097 holding.
  • Creative Planning first reported a position in FirstService in Q3 2015 and has held it in 16 quarters since.
  • Creative Planning's FirstService position peaked at $2.3M in Q3 2025.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.