Golden State Wealth Management
FSV icon

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
Q3 		$515 Hold
4
– – ﹤0.01% 1499
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

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Mackenzie Financial
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BCV Asset Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
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Copeland Capital Management
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Golden State Wealth Management's FSV Position: Q3 2026 in Review

Golden State Wealth Management held its FirstService (FSV) position steady in Q3 2026 at 4 shares worth $515. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Golden State Wealth Management first reported a position in FSV in Q3 2025 and has held it in 5 quarters since. The position peaked at $762 in Q3 2025. 168 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Golden State Wealth Management held 4 shares of FirstService worth $515 as of Q3 2026.
  • Golden State Wealth Management left its FirstService share count unchanged in Q3 2026.
  • FirstService made up ﹤0.01% of Golden State Wealth Management's portfolio in Q3 2026, its #1499 holding.
  • Golden State Wealth Management first reported a position in FirstService in Q3 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's FirstService position peaked at $762 in Q3 2025.
  • 168 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Golden State Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.