IFP Advisors’s FirstService FSV Stock Holding History

IFP Advisors’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	$2.7K	Buy	19 +6	+46%	+$832	﹤0.01%	4096
2026 Q1	$1.81K	Hold	13	–	–	﹤0.01%	3998
2025 Q4	$2.02K	Hold	13	–	–	﹤0.01%	3833
2025 Q3	$2.48K	Hold	13	–	–	﹤0.01%	3610
2025 Q2	$2.27K	Sell	13 -16	-55%	-$2.77K	﹤0.01%	3838
2025 Q1	$4.79K	Buy	29 +8	+38%	+$1.4K	﹤0.01%	2858
2024 Q4	$3.78K	Hold	21	–	–	﹤0.01%	2903
2024 Q3	$3.81K	Hold	21	–	–	﹤0.01%	2755
2024 Q2	$3.18K	Buy	21 +5	+31%	+$755	﹤0.01%	2707
2024 Q1	$2.63K	Hold	16	–	–	﹤0.01%	2623
2023 Q4	$2.58K	Hold	16	–	–	﹤0.01%	2619
2023 Q3	$2.31K	Hold	16	–	–	﹤0.01%	2786
2023 Q2	$2.45K	Hold	16	–	–	﹤0.01%	2813
2023 Q1	$1.37K	Sell	16 -34	-68%	-$4.68K	﹤0.01%	3015
2022 Q4	$19K	Sell	50 -7	-12%	-$867	﹤0.01%	2919
2022 Q3	$19K	Buy	57 +41	+256%	+$5.24K	﹤0.01%	3128
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	4327
2022 Q1	$1K	Buy	+16	New	+$2.44K	﹤0.01%	4326

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

IFP Advisors's FSV Position: Q2 2026 in Review

IFP Advisors increased its FirstService (FSV) stake by 46% in Q2 2026, buying an estimated $832 and bringing the position to 19 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

IFP Advisors first reported a position in FSV in Q1 2022 and has held it in 18 quarters since. The position peaked at $19K in Q4 2022. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

IFP Advisors held 19 shares of FirstService worth $2.7K as of Q2 2026.
IFP Advisors bought 6 FirstService shares in Q2 2026, an estimated $832.
FirstService made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4096 holding.
IFP Advisors first reported a position in FirstService in Q1 2022 and has held it in 18 quarters since.
IFP Advisors's FirstService position peaked at $19K in Q4 2022.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.