EWA
FSV icon

EverSource Wealth Advisors’s FirstService FSV Stock Holding History

EverSource Wealth Advisors’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 		$59.4K Buy
418
+95
+29% +$13.2K ﹤0.01% 1661
2026
Q1 		$44.9K Sell
323
-19
-6% -$2.89K ﹤0.01% 1976
2025
Q4 		$53.2K Sell
342
-36
-10% -$5.86K ﹤0.01% 1702
2025
Q3 		$72K Buy
378
+13
+4% +$2.52K ﹤0.01% 1449
2025
Q2 		$63.7K Buy
365
+292
+400% +$50.6K ﹤0.01% 1470
2025
Q1 		$12.1K Buy
73
+27
+59% +$4.73K ﹤0.01% 1998
2024
Q4 		$8.33K Buy
46
+14
+44% +$2.62K ﹤0.01% 2098
2024
Q3 		$5.84K Sell
32
-41
-56% -$7.05K ﹤0.01% 2164
2024
Q2 		$12.7K Sell
73
-53
-42% -$8.01K ﹤0.01% 1731
2024
Q1 		$18.5K Buy
126
+22
+21% +$3.63K ﹤0.01% 1396
2023
Q4 		$16.9K Sell
104
-210
-67% -$31.7K ﹤0.01% 1316
2023
Q3 		$45.7K Buy
314
+50
+19% +$7.63K ﹤0.01% 844
2023
Q2 		$40.7K Buy
+264
New +$38.4K ﹤0.01% 920
2022
Q3 		– Sell
-493
Closed -$60K – 2016
2022
Q2 		$60K Buy
+493
New +$62.1K 0.02% 562

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

EverSource Wealth Advisors's FSV Position: Q2 2026 in Review

EverSource Wealth Advisors increased its FirstService (FSV) stake by 29% in Q2 2026, buying an estimated $13.2K and bringing the position to 418 shares worth $59.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

EverSource Wealth Advisors first reported a position in FSV in Q2 2022 and has held it in 14 quarters since. The position peaked at $72K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • EverSource Wealth Advisors held 418 shares of FirstService worth $59.4K as of Q2 2026.
  • EverSource Wealth Advisors bought 95 FirstService shares in Q2 2026, an estimated $13.2K.
  • FirstService made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1661 holding.
  • EverSource Wealth Advisors first reported a position in FirstService in Q2 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's FirstService position peaked at $72K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.