Farther Finance Advisors’s FirstService FSV Stock Holding History

Farther Finance 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	$458K	Sell	3,222 -50	-2%	-$6.94K	﹤0.01%	1625
2026 Q1	$452K	Sell	3,272 -532	-14%	-$81K	﹤0.01%	1471
2025 Q4	$592K	Buy	3,804 +252	+7%	+$41K	0.01%	1193
2025 Q3	$677K	Sell	3,552 -82	-2%	-$15.9K	0.01%	922
2025 Q2	$635K	Buy	3,634 +14	+0.4%	+$2.42K	0.01%	796
2025 Q1	$610K	Sell	3,620 -277	-7%	-$48.5K	0.02%	696
2024 Q4	$705K	Sell	3,897 -326	-8%	-$60.9K	0.03%	481
2024 Q3	$771K	Sell	4,223 -477	-10%	-$82K	0.03%	432
2024 Q2	$715K	Sell	4,700 -116	-2%	-$17.5K	0.03%	374
2024 Q1	$794K	Sell	4,816 -3,980	-45%	-$657K	0.05%	294
2023 Q4	$1.43M	Buy	8,796 +7,345	+506%	+$1.11M	0.1%	184
2023 Q3	$211K	Buy	+1,451	New	+$222K	0.03%	371

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

Farther Finance Advisors's FSV Position: Q2 2026 in Review

Farther Finance Advisors reduced its FirstService (FSV) stake by 1.5% in Q2 2026, selling an estimated $6.94K and leaving 3,222 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Farther Finance Advisors first reported a position in FSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q4 2023. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Farther Finance Advisors held 3,222 shares of FirstService worth $458K as of Q2 2026.
Farther Finance Advisors sold 50 FirstService shares in Q2 2026, an estimated $6.94K.
FirstService made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1625 holding.
Farther Finance Advisors first reported a position in FirstService in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's FirstService position peaked at $1.43M in Q4 2023.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.