CGH
FSV icon

Crossmark Global Holdings’s FirstService FSV Stock Holding History

Crossmark Global 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 		$256K Sell
1,798
-317
-15% -$44K ﹤0.01% 1136
2026
Q1 		$294K Sell
2,115
-15
-0.7% -$2.28K ﹤0.01% 1031
2025
Q4 		$331K Sell
2,130
-1,984
-48% -$323K ﹤0.01% 990
2025
Q3 		$784K Buy
4,114
+253
+7% +$49K 0.01% 712
2025
Q2 		$674K Buy
3,861
+56
+1% +$9.7K 0.01% 758
2025
Q1 		$631K Sell
3,805
-590
-13% -$103K 0.01% 771
2024
Q4 		$796K Sell
4,395
-1,459
-25% -$273K 0.01% 651
2024
Q3 		$1.07M Sell
5,854
-4,617
-44% -$794K 0.02% 586
2024
Q2 		$1.6M Buy
10,471
+446
+4% +$67.4K 0.03% 456
2024
Q1 		$1.66M Sell
10,025
-37
-0.4% -$6.11K 0.03% 475
2023
Q4 		$1.63M Buy
10,062
+1,134
+13% +$171K 0.03% 458
2023
Q3 		$1.3M Buy
8,928
+699
+8% +$107K 0.03% 497
2023
Q2 		$1.26M Buy
8,229
+1,889
+30% +$275K 0.03% 526
2023
Q1 		$894K Sell
6,340
-310
-5% -$42.7K 0.02% 614
2022
Q4 		$815K Sell
6,650
-1,313
-16% -$163K 0.02% 616
2022
Q3 		$947K Buy
7,963
+425
+6% +$54.3K 0.03% 561
2022
Q2 		$914K Buy
7,538
+134
+2% +$16.9K 0.02% 598
2022
Q1 		$1.07M Buy
7,404
+1,243
+20% +$189K 0.02% 596
2021
Q4 		$1.21M Buy
+6,161
New +$1.19M 0.03% 569

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

Crossmark Global Holdings's FSV Position: Q2 2026 in Review

Crossmark Global Holdings reduced its FirstService (FSV) stake by 15% in Q2 2026, selling an estimated $44K and leaving 1,798 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

Crossmark Global Holdings first reported a position in FSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q1 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Crossmark Global Holdings held 1,798 shares of FirstService worth $256K as of Q2 2026.
  • Crossmark Global Holdings sold 317 FirstService shares in Q2 2026, an estimated $44K.
  • FirstService made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1136 holding.
  • Crossmark Global Holdings first reported a position in FirstService in Q4 2021 and has held it in 19 quarters since.
  • Crossmark Global Holdings's FirstService position peaked at $1.66M in Q1 2024.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.