Diversify Advisory Services’s FirstService FSV Stock Holding History

Diversify Advisory Services’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	$383K	Buy	+2,731	New	+$379K	0.01%	969
2024 Q2	–	Sell	-2,601	Closed	-$429K	–	678
2024 Q1	$429K	Buy	+2,601	New	+$429K	0.03%	457

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

Diversify Advisory Services's FSV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in FirstService (FSV) in Q2 2026: 2,731 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FSV as recently as Q1 2024.

Diversify Advisory Services first reported a position in FSV in Q1 2024 and has held it in 2 quarters since. The position peaked at $429K in Q1 2024. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Diversify Advisory Services held 2,731 shares of FirstService worth $383K as of Q2 2026.
FirstService was a new Diversify Advisory Services position in Q2 2026.
FirstService made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #969 holding.
Diversify Advisory Services first reported a position in FirstService in Q1 2024 and has held it in 2 quarters since.
Diversify Advisory Services's FirstService position peaked at $429K in Q1 2024.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.