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Cumberland Partners’s FirstService FSV Stock Holding History

Cumberland Partners’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 		$3.45M Sell
24,300
-180
-0.7% -$25K 0.22% 69
2026
Q1 		$3.39M Sell
24,480
-70
-0.3% -$10.7K 0.26% 65
2025
Q4 		$3.82M Sell
24,550
-9,230
-27% -$1.5M 0.23% 86
2025
Q3 		$6.43M Sell
33,780
-3,020
-8% -$584K 0.42% 51
2025
Q2 		$6.41M Buy
36,800
+90
+0.2% +$15.6K 0.44% 49
2025
Q1 		$6.09M Sell
36,710
-150
-0.4% -$26.3K 0.47% 44
2024
Q4 		$6.67M Buy
36,860
+20
+0.1% +$3.74K 0.47% 47
2024
Q3 		$6.74M Buy
36,840
+70
+0.2% +$12K 0.47% 48
2024
Q2 		$5.59M Buy
36,770
+270
+0.7% +$40.8K 0.41% 53
2024
Q1 		$6.05M Hold
36,500
– – 0.44% 47
2023
Q4 		$5.94M Hold
36,500
– – 0.54% 43
2023
Q3 		$5.33M Sell
36,500
-430
-1% -$65.7K 0.51% 44
2023
Q2 		$5.69M Buy
36,930
+216
+0.6% +$31.4K 0.52% 46
2023
Q1 		$5.17M Sell
36,714
-20
-0.1% -$2.76K 0.51% 45
2022
Q4 		$4.5M Buy
36,734
+90
+0.2% +$11.1K 0.47% 51
2022
Q3 		$4.38M Buy
36,644
+144
+0.4% +$18.4K 0.47% 50
2022
Q2 		$4.42M Hold
36,500
– – 0.42% 52
2022
Q1 		$5.28M Hold
36,500
– – 0.4% 59
2021
Q4 		$7.18M Sell
36,500
-10,600
-23% -$2.05M 0.51% 49
2021
Q3 		$8.51M Hold
47,100
– – 0.7% 39
2021
Q2 		$8.09M Hold
47,100
– – 0.63% 44
2021
Q1 		$6.99M Sell
47,100
-6,300
-12% -$917K 0.58% 49
2020
Q4 		$7.3M Sell
53,400
-13,700
-20% -$1.85M 0.65% 47
2020
Q3 		$8.83M Sell
67,100
-4,800
-7% -$567K 0.92% 32
2020
Q2 		$7.22M Buy
71,900
+1,900
+3% +$168K 0.75% 40
2020
Q1 		$5.34M Hold
70,000
– – 0.64% 41
2019
Q4 		$6.53M Sell
70,000
-600
-0.8% -$56.5K 0.58% 52
2019
Q3 		$7.24M Sell
70,600
-7,900
-10% -$804K 0.7% 46
2019
Q2 		$7.57M Sell
78,500
-13,000
-14% -$1.18M 0.73% 40
2019
Q1 		$8.15M Hold
91,500
– – 0.82% 40
2018
Q4 		$6.28M Sell
91,500
-24,200
-21% -$1.81M 0.71% 42
2018
Q3 		$9.77M Sell
115,700
-300
-0.3% -$24.9K 0.93% 35
2018
Q2 		$8.91M Buy
+116,000
New +$8.31M 0.9% 33

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

Cumberland Partners's FSV Position: Q2 2026 in Review

Cumberland Partners reduced its FirstService (FSV) stake by 0.74% in Q2 2026, selling an estimated $25K and leaving 24,300 shares worth $3.45M. The position accounts for 0.22% of the portfolio, ranked #69.

Cumberland Partners first reported a position in FSV in Q2 2018 and has held it in 33 quarters since. The position peaked at $9.77M in Q3 2018. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Cumberland Partners held 24,300 shares of FirstService worth $3.45M as of Q2 2026.
  • Cumberland Partners sold 180 FirstService shares in Q2 2026, an estimated $25K.
  • FirstService made up 0.22% of Cumberland Partners's portfolio in Q2 2026, its #69 holding.
  • Cumberland Partners first reported a position in FirstService in Q2 2018 and has held it in 33 quarters since.
  • Cumberland Partners's FirstService position peaked at $9.77M in Q3 2018.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.