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Golden State Wealth Management’s FirstService FSV Stock Holding History

Golden State Wealth Management’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 		$571 Hold
4
– – ﹤0.01% 1532
2026
Q1 		$557 Hold
4
– – ﹤0.01% 1510
2025
Q4 		$623 Hold
4
– – ﹤0.01% 1573
2025
Q3 		$762 Buy
+4
New +$774 ﹤0.01% 1534

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

Golden State Wealth Management's FSV Position: Q2 2026 in Review

Golden State Wealth Management held its FirstService (FSV) position steady in Q2 2026 at 4 shares worth $571. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Golden State Wealth Management first reported a position in FSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $762 in Q3 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Golden State Wealth Management held 4 shares of FirstService worth $571 as of Q2 2026.
  • Golden State Wealth Management left its FirstService share count unchanged in Q2 2026.
  • FirstService made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1532 holding.
  • Golden State Wealth Management first reported a position in FirstService in Q3 2025 and has held it in 4 quarters since.
  • Golden State Wealth Management's FirstService position peaked at $762 in Q3 2025.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.