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 Q2	$252K	Buy	1,774 +216	+14%	+$30K	0.02%	219
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 $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

Hardy Reed's FSV Position: Q2 2026 in Review

Hardy Reed increased its FirstService (FSV) stake by 14% in Q2 2026, buying an estimated $30K and bringing the position to 1,774 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #219.

Hardy Reed first reported a position in FSV in Q2 2021 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Hardy Reed held 1,774 shares of FirstService worth $252K as of Q2 2026.
Hardy Reed bought 216 FirstService shares in Q2 2026, an estimated $30K.
FirstService made up 0.02% of Hardy Reed's portfolio in Q2 2026, its #219 holding.
Hardy Reed first reported a position in FirstService in Q2 2021 and has held it in 9 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.