Golden State Equity Partners’s FirstService FSV Stock Holding History

Golden State Equity Partners’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	–	Sell	-10	Closed	-$1.39K	–	854
2026 Q1	$1.39K	Buy	+10	New	+$1.52K	﹤0.01%	1734
2024 Q4	–	Sell	-30	Closed	-$5.47K	–	607
2024 Q3	$5.47K	Buy	+30	New	+$5.16K	﹤0.01%	759

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

Golden State Equity Partners's FSV Position: Q2 2026 in Review

Golden State Equity Partners sold out of FirstService (FSV) in Q2 2026, closing a stake of 10 shares — an estimated $1.39K sold.

Golden State Equity Partners first reported a position in FSV in Q3 2024 and held it in 2 quarters. The position peaked at $5.47K in Q3 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Golden State Equity Partners reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 10 FirstService shares in Q2 2026, an estimated $1.39K.
Golden State Equity Partners first reported a position in FirstService in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's FirstService position peaked at $5.47K in Q3 2024.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.