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GW&K Investment Management’s FirstService FSV Stock Holding History

GW&K Investment 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 		– Sell
-345
Closed -$48K – 1098
2026
Q1 		$48K Buy
345
+43
+14% +$6.55K ﹤0.01% 568
2025
Q4 		$47K Buy
302
+131
+77% +$21.3K ﹤0.01% 565
2025
Q3 		$33K Buy
171
+38
+29% +$7.35K ﹤0.01% 620
2025
Q2 		$23K Hold
133
– – ﹤0.01% 680
2025
Q1 		$22K Buy
+133
New +$23.3K ﹤0.01% 634

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

GW&K Investment Management's FSV Position: Q2 2026 in Review

GW&K Investment Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 345 shares — an estimated $48K sold.

GW&K Investment Management first reported a position in FSV in Q1 2025 and held it in 5 quarters. The position peaked at $48K in Q1 2026. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • GW&K Investment Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • GW&K Investment Management sold 345 FirstService shares in Q2 2026, an estimated $48K.
  • GW&K Investment Management first reported a position in FirstService in Q1 2025 and held it in 5 quarters.
  • GW&K Investment Management's FirstService position peaked at $48K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.