Harbour Investments’s FirstService FSV Stock Holding History

Harbour Investments’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	$21.3K	Hold	150	–	–	﹤0.01%	2916
2026 Q1	$20.9K	Sell	150 -58	-28%	-$8.83K	﹤0.01%	2862
2025 Q4	$32.3K	Hold	208	–	–	﹤0.01%	2175
2025 Q3	$39.6K	Hold	208	–	–	﹤0.01%	2014
2025 Q2	$36.3K	Hold	208	–	–	﹤0.01%	1963
2025 Q1	$34.5K	Hold	208	–	–	﹤0.01%	1944
2024 Q4	$37.6K	Hold	208	–	–	﹤0.01%	1853
2024 Q3	$37.9K	Sell	208 -20	-9%	-$3.44K	﹤0.01%	1796
2024 Q2	$34.7K	Hold	228	–	–	﹤0.01%	1722
2024 Q1	$37.7K	Buy	228 +20	+10%	+$3.3K	﹤0.01%	1658
2023 Q4	$33.7K	Buy	208 +58	+39%	+$8.77K	﹤0.01%	1627
2023 Q3	$21.8K	Buy	150 +1	+0.7%	+$153	﹤0.01%	1709
2023 Q2	$23K	Hold	149	–	–	﹤0.01%	1706
2023 Q1	$21K	Hold	149	–	–	﹤0.01%	1722
2022 Q4	$18.3K	Hold	149	–	–	﹤0.01%	1718
2022 Q3	$18K	Hold	149	–	–	﹤0.01%	1703
2022 Q2	$18K	Buy	+149	New	+$18.8K	﹤0.01%	1703
2021 Q4	$29K	Hold	148	–	–	﹤0.01%	1496
2021 Q3	$27K	Hold	148	–	–	﹤0.01%	2133
2021 Q2	$25K	Buy	148 +1	+0.7%	+$164	﹤0.01%	2214
2021 Q1	$22K	Buy	+147	New	+$21.4K	﹤0.01%	2152

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

Harbour Investments's FSV Position: Q2 2026 in Review

Harbour Investments held its FirstService (FSV) position steady in Q2 2026 at 150 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

Harbour Investments first reported a position in FSV in Q1 2021 and has held it in 21 quarters since. The position peaked at $39.6K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Harbour Investments held 150 shares of FirstService worth $21.3K as of Q2 2026.
Harbour Investments left its FirstService share count unchanged in Q2 2026.
FirstService made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2916 holding.
Harbour Investments first reported a position in FirstService in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's FirstService position peaked at $39.6K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.