GFA
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Godfrey Financial Associates’s FirstService FSV Stock Holding History

Godfrey Financial Associates’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 		$284 Hold
2
– – ﹤0.01% 965
2026
Q1 		$278 Hold
2
– – ﹤0.01% 960
2025
Q4 		$311 Buy
+2
New +$325 ﹤0.01% 916

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

Godfrey Financial Associates's FSV Position: Q2 2026 in Review

Godfrey Financial Associates held its FirstService (FSV) position steady in Q2 2026 at 2 shares worth $284. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Godfrey Financial Associates first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $311 in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Godfrey Financial Associates held 2 shares of FirstService worth $284 as of Q2 2026.
  • Godfrey Financial Associates left its FirstService share count unchanged in Q2 2026.
  • FirstService made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #965 holding.
  • Godfrey Financial Associates first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's FirstService position peaked at $311 in Q4 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.