Cromwell Holdings’s FirstService FSV Stock Holding History

Cromwell Holdings’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	$19.4K	Sell	136 -81	-37%	-$11.2K	0.01%	574
2026 Q1	$30.2K	Sell	217 -60	-22%	-$9.13K	0.02%	527
2025 Q4	$43.2K	Sell	277 -1	-0.4%	-$163	0.02%	486
2025 Q3	$53.1K	Buy	278 +2	+0.7%	+$387	0.03%	469
2025 Q2	$48.3K	Hold	276	–	–	0.03%	469
2025 Q1	$45.8K	Buy	276 +12	+5%	+$2.1K	0.03%	474
2024 Q4	$47.8K	Hold	264	–	–	0.03%	470
2024 Q3	$48.2K	Buy	264 +18	+7%	+$3.09K	0.03%	466
2024 Q2	$37.5K	Buy	+246	New	+$37.2K	0.02%	494

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Cromwell Holdings's FSV Position: Q2 2026 in Review

Cromwell Holdings reduced its FirstService (FSV) stake by 37% in Q2 2026, selling an estimated $11.2K and leaving 136 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #574.

Cromwell Holdings first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $53.1K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Cromwell Holdings held 136 shares of FirstService worth $19.4K as of Q2 2026.
Cromwell Holdings sold 81 FirstService shares in Q2 2026, an estimated $11.2K.
FirstService made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #574 holding.
Cromwell Holdings first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's FirstService position peaked at $53.1K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.