Global Retirement Partners’s FirstService FSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.2K Buy
+311
New +$43.1K ﹤0.01% 2599
2025
Q4
– Sell
-21
Closed -$4K – 4307
2025
Q3
$4K Sell
21
-251
-92% -$48.6K ﹤0.01% 3060
2025
Q2
$47.5K Buy
+272
New +$47.1K ﹤0.01% 1802
2024
Q4
$47.4K Buy
262
+7
+3% +$1.31K ﹤0.01% 1641
2024
Q3
$46.5K Buy
255
+23
+10% +$3.95K ﹤0.01% 1597
2024
Q2
$35.4K Buy
232
+30
+15% +$4.53K ﹤0.01% 1712
2024
Q1
$33.5K Sell
202
-55
-21% -$9.07K ﹤0.01% 1588
2023
Q4
$41.5K Sell
257
-137
-35% -$20.7K ﹤0.01% 1444
2023
Q3
$56.1K Buy
394
+43
+12% +$6.57K ﹤0.01% 1216
2023
Q2
$54.1K Hold
351
– – ﹤0.01% 1234
2023
Q1
$51.3K Buy
351
+70
+25% +$9.64K ﹤0.01% 1227
2022
Q4
$34.4K Sell
281
-3
-1% -$371 ﹤0.01% 1252
2022
Q3
$36K Buy
284
+3
+1% +$383 ﹤0.01% 1145
2022
Q2
$34K Hold
281
– – ﹤0.01% 1147
2022
Q1
$33K Buy
+281
New +$42.8K ﹤0.01% 1158
2021
Q4
– Sell
-27
Closed -$5K – 793
2021
Q3
$5K Buy
+27
New +$4.99K ﹤0.01% 1614

Other funds holding FSV

Global Retirement Partners's FSV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FirstService (FSV) in Q2 2026: 311 shares worth $44.2K. The stake represents ﹤0.01% of the portfolio and ranks #2599 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FSV as recently as Q3 2025.

Global Retirement Partners first reported a position in FSV in Q3 2021 and has held it in 16 quarters since. The position peaked at $56.1K in Q3 2023. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Global Retirement Partners held 311 shares of FirstService worth $44.2K as of Q2 2026.
  • FirstService was a new Global Retirement Partners position in Q2 2026.
  • FirstService made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2599 holding.
  • Global Retirement Partners first reported a position in FirstService in Q3 2021 and has held it in 16 quarters since.
  • Global Retirement Partners's FirstService position peaked at $56.1K in Q3 2023.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.