J. Safra Sarasin Holding’s FirstService FSV Stock Holding History

J. Safra Sarasin Holding’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
2025 Q4	–	Sell	-3,349	Closed	-$638K	–	524
2025 Q3	$638K	Sell	3,349 -3,485	-51%	-$674K	0.01%	391
2025 Q2	$1.19M	Buy	6,834 +3,008	+79%	+$521K	0.02%	288
2025 Q1	$634K	Sell	3,826 -1,715	-31%	-$301K	0.01%	393
2024 Q4	$1M	Sell	5,541 -1,262	-19%	-$236K	0.02%	332
2024 Q3	$1.24M	Sell	6,803 -214	-3%	-$36.8K	0.02%	290
2024 Q2	$1.07M	Buy	+7,017	New	+$1.06M	0.02%	327

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

J. Safra Sarasin Holding's FSV Position: Q4 2025 in Review

J. Safra Sarasin Holding sold out of FirstService (FSV) in Q4 2025, closing a stake of 3,349 shares — an estimated $638K sold.

J. Safra Sarasin Holding first reported a position in FSV in Q2 2024 and held it in 6 quarters. The position peaked at $1.24M in Q3 2024. 307 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

J. Safra Sarasin Holding reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
J. Safra Sarasin Holding sold 3,349 FirstService shares in Q4 2025, an estimated $638K.
J. Safra Sarasin Holding first reported a position in FirstService in Q2 2024 and held it in 6 quarters.
J. Safra Sarasin Holding's FirstService position peaked at $1.24M in Q3 2024.
307 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q4 2025, filed 15 Jan 2026.