HR
FSV icon

Hardy Reed’s FirstService FSV Stock Holding History

Hardy Reed’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
Q1 		$216K Buy
+1,558
New +$237K 0.02% 232
2025
Q4 		– Sell
-1,123
Closed -$214K – 244
2025
Q3 		$214K Sell
1,123
-115
-9% -$22.3K 0.02% 233
2025
Q2 		$216K Buy
+1,238
New +$214K 0.02% 236
2025
Q1 		– Sell
-1,190
Closed -$215K – 241
2024
Q4 		$215K Hold
1,190
– – 0.02% 236
2024
Q3 		$217K Buy
+1,190
New +$205K 0.02% 233
2022
Q1 		– Sell
-1,260
Closed -$248K – 89
2021
Q4 		$248K Hold
1,260
– – 0.04% 91
2021
Q3 		$227K Hold
1,260
– – 0.04% 94
2021
Q2 		$216K Buy
+1,260
New +$207K 0.04% 98

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return