IP
FSV icon

Intellectus Partners’s FirstService FSV Stock Holding History

Intellectus Partners’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 		$210K Buy
+1,475
New +$205K 0.04% 302
2022
Q1 		– Sell
-1,075
Closed -$211K – 244
2021
Q4 		$211K Buy
+1,075
New +$208K 0.05% 252

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

Intellectus Partners's FSV Position: Q2 2026 in Review

Intellectus Partners opened a new position in FirstService (FSV) in Q2 2026: 1,475 shares worth $210K. The stake represents 0.04% of the portfolio and ranks #302 among its holdings. This is a return to the name: Intellectus Partners previously reported a position in FSV as recently as Q4 2021.

Intellectus Partners first reported a position in FSV in Q4 2021 and has held it in 2 quarters since. The position peaked at $211K in Q4 2021. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Intellectus Partners held 1,475 shares of FirstService worth $210K as of Q2 2026.
  • FirstService was a new Intellectus Partners position in Q2 2026.
  • FirstService made up 0.04% of Intellectus Partners's portfolio in Q2 2026, its #302 holding.
  • Intellectus Partners first reported a position in FirstService in Q4 2021 and has held it in 2 quarters since.
  • Intellectus Partners's FirstService position peaked at $211K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.