EF
FSV icon

Empowered Funds’s FirstService FSV Stock Holding History

Empowered Funds’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 		– Sell
-18,069
Closed -$2.51M – 2187
2026
Q1 		$2.51M Buy
+18,069
New +$2.75M 0.02% 977
2025
Q4 		– Sell
-17,155
Closed -$3.27M – 1329
2025
Q3 		$3.27M Buy
17,155
+807
+5% +$156K 0.03% 666
2025
Q2 		$2.85M Buy
16,348
+3,993
+32% +$692K 0.03% 659
2025
Q1 		$2.05M Sell
12,355
-414
-3% -$72.5K 0.03% 732
2024
Q4 		$2.31M Buy
12,769
+3,037
+31% +$568K 0.03% 672
2024
Q3 		$1.78M Buy
9,732
+1,935
+25% +$333K 0.03% 714
2024
Q2 		$1.19M Buy
7,797
+559
+8% +$84.5K 0.02% 804
2024
Q1 		$1.2M Buy
7,238
+645
+10% +$106K 0.02% 799
2023
Q4 		$1.07M Buy
6,593
+2,259
+52% +$342K 0.03% 745
2023
Q3 		$631K Buy
4,334
+105
+2% +$16K 0.02% 833
2023
Q2 		$652K Buy
4,229
+105
+3% +$15.3K 0.02% 741
2023
Q1 		$581K Buy
+4,124
New +$568K 0.03% 379

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

Empowered Funds's FSV Position: Q2 2026 in Review

Empowered Funds sold out of FirstService (FSV) in Q2 2026, closing a stake of 18,069 shares — an estimated $2.51M sold.

Empowered Funds first reported a position in FSV in Q1 2023 and held it in 12 quarters. The position peaked at $3.27M in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Empowered Funds reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 18,069 FirstService shares in Q2 2026, an estimated $2.51M.
  • Empowered Funds first reported a position in FirstService in Q1 2023 and held it in 12 quarters.
  • Empowered Funds's FirstService position peaked at $3.27M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.