JFS Wealth Advisors’s FirstService FSV Stock Holding History

JFS Wealth 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 Q1	–	Sell	-14	Closed	-$2.18K	–	1918
2025 Q4	$2.18K	Hold	14	–	–	﹤0.01%	1521
2025 Q3	$2.67K	Hold	14	–	–	﹤0.01%	1357
2025 Q2	$2.44K	Hold	14	–	–	﹤0.01%	1343
2025 Q1	$2.32K	Hold	14	–	–	﹤0.01%	1414
2024 Q4	$2.54K	Hold	14	–	–	﹤0.01%	1383
2024 Q3	$2.56K	Hold	14	–	–	﹤0.01%	1384
2024 Q2	$2.13K	Hold	14	–	–	﹤0.01%	1404
2024 Q1	$2.32K	Hold	14	–	–	﹤0.01%	1390
2023 Q4	$2.27K	Hold	14	–	–	﹤0.01%	1373
2023 Q3	$2.04K	Sell	14 -1	-7%	-$153	﹤0.01%	1357
2023 Q2	$2.31K	Buy	15 +2	+15%	+$291	﹤0.01%	1330
2023 Q1	$1.83K	Hold	13	–	–	﹤0.01%	1404
2022 Q4	$1.59K	Buy	13 +3	+30%	+$371	﹤0.01%	1460
2022 Q3	$1K	Buy	+10	New	+$1.28K	﹤0.01%	1548
2022 Q2	–	Sell	-6	Closed	-$1K	–	1807
2022 Q1	$1K	Sell	6 -1	-14%	-$152	﹤0.01%	1636
2021 Q4	$1K	Buy	+7	New	+$1.35K	﹤0.01%	1362

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JFS Wealth Advisors's FSV Position: Q1 2026 in Review

JFS Wealth Advisors sold out of FirstService (FSV) in Q1 2026, closing a stake of 14 shares — an estimated $2.18K sold.

JFS Wealth Advisors first reported a position in FSV in Q4 2021 and held it in 16 quarters. The position peaked at $2.67K in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

JFS Wealth Advisors reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
JFS Wealth Advisors sold 14 FirstService shares in Q1 2026, an estimated $2.18K.
JFS Wealth Advisors first reported a position in FirstService in Q4 2021 and held it in 16 quarters.
JFS Wealth Advisors's FirstService position peaked at $2.67K in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.