FMP
FSV icon

Financial Management Professionals’s FirstService FSV Stock Holding History

Financial Management Professionals’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
Q1 		– Sell
-115
Closed -$17.9K – 988
2025
Q4 		$17.9K Hold
115
– – ﹤0.01% 428
2025
Q3 		$21.9K Sell
115
-37
-24% -$7.16K ﹤0.01% 387
2025
Q2 		$26.6K Sell
152
-275
-64% -$47.6K ﹤0.01% 367
2025
Q1 		$70.9K Sell
427
-35
-8% -$6.13K 0.01% 221
2024
Q4 		$83.6K Sell
462
-4
-0.9% -$748 0.01% 208
2024
Q3 		$85K Hold
466
– – 0.01% 205
2024
Q2 		$71K Sell
466
-1
-0.2% -$151 0.01% 224
2024
Q1 		$77K Buy
467
+1
+0.2% +$165 0.01% 227
2023
Q4 		$76K Sell
466
-8
-2% -$1.21K 0.01% 208
2023
Q3 		$69K Hold
474
– – 0.01% 211
2023
Q2 		$73K Hold
474
– – 0.01% 225
2023
Q1 		$67K Hold
474
– – 0.01% 241
2022
Q4 		$58K Sell
474
-5
-1% -$619 0.01% 217
2022
Q3 		$57K Hold
479
– – 0.01% 211
2022
Q2 		$58K Sell
479
-66
-12% -$8.31K 0.01% 206
2022
Q1 		$79K Hold
545
– – 0.02% 186
2021
Q4 		$107K Hold
545
– – 0.02% 162
2021
Q3 		$98K Sell
545
-4
-0.7% -$740 0.02% 152
2021
Q2 		$94K Buy
549
+5
+0.9% +$820 0.02% 158
2021
Q1 		$81K Buy
544
+9
+2% +$1.31K 0.02% 158
2020
Q4 		$73K Sell
535
-22
-4% -$2.96K 0.02% 165
2020
Q3 		$73K Sell
557
-118
-17% -$13.9K 0.03% 147
2020
Q2 		$68K Buy
+675
New +$59.8K 0.02% 152

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Management Professionals's FSV Position: Q1 2026 in Review

Financial Management Professionals sold out of FirstService (FSV) in Q1 2026, closing a stake of 115 shares — an estimated $17.9K sold.

Financial Management Professionals first reported a position in FSV in Q2 2020 and held it in 23 quarters. The position peaked at $107K in Q4 2021. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Financial Management Professionals reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
  • Financial Management Professionals sold 115 FirstService shares in Q1 2026, an estimated $17.9K.
  • Financial Management Professionals first reported a position in FirstService in Q2 2020 and held it in 23 quarters.
  • Financial Management Professionals's FirstService position peaked at $107K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Financial Management Professionals's 13F filing for Q1 2026, filed 15 Apr 2026.