Diversify Wealth Management’s FirstService FSV Stock Holding History

Diversify Wealth Management’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 +302	+12%	+$41.9K	0.01%	969
2026 Q1	$326K	Buy	2,429 +556	+30%	+$84.7K	0.01%	934
2025 Q4	$294K	Sell	1,873 -26	-1%	-$4.23K	0.01%	531
2025 Q3	$299K	Sell	1,899 -106	-5%	-$20.5K	0.02%	456
2025 Q2	$391K	Sell	2,005 -122	-6%	-$21.1K	0.02%	412
2025 Q1	$366K	Buy	2,127 +89	+4%	+$15.6K	0.03%	407
2024 Q4	$356K	Sell	2,038 -86	-4%	-$16.1K	0.03%	408
2024 Q3	$392K	Sell	2,124 -247	-10%	-$42.5K	0.04%	355
2024 Q2	$399K	Buy	+2,371	New	+$358K	0.05%	314

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 Wealth Management's FSV Position: Q2 2026 in Review

Diversify Wealth Management increased its FirstService (FSV) stake by 12% in Q2 2026, buying an estimated $41.9K and bringing the position to 2,731 shares worth $383K. The position accounts for 0.01% of the portfolio, ranked #969.

Diversify Wealth Management first reported a position in FSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $399K in Q2 2024. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Diversify Wealth Management held 2,731 shares of FirstService worth $383K as of Q2 2026.
Diversify Wealth Management bought 302 FirstService shares in Q2 2026, an estimated $41.9K.
FirstService made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #969 holding.
Diversify Wealth Management first reported a position in FirstService in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's FirstService position peaked at $399K in Q2 2024.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.