Jones Financial Companies’s FirstService FSV Stock Holding History

Jones Financial Companies’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	$2M	Sell	14,177 -1,119	-7%	-$155K	﹤0.01%	1580
2026 Q1	$2.05M	Buy	15,296 +15,152	+10,522%	+$2.31M	﹤0.01%	1423
2025 Q4	$22.4K	Buy	144 +143	+14,300%	+$23.3K	﹤0.01%	2887
2025 Q3	$190	Hold	1	–	–	﹤0.01%	4134
2025 Q2	$173	Hold	1	–	–	﹤0.01%	3921
2025 Q1	$166	Sell	1 -19	-95%	-$3.33K	﹤0.01%	3601
2024 Q4	$3.62K	Buy	20 +1	+5%	+$187	﹤0.01%	2852
2024 Q3	$3.43K	Buy	+19	New	+$3.27K	﹤0.01%	2546

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

Jones Financial Companies's FSV Position: Q2 2026 in Review

Jones Financial Companies reduced its FirstService (FSV) stake by 7.3% in Q2 2026, selling an estimated $155K and leaving 14,177 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Jones Financial Companies first reported a position in FSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Jones Financial Companies held 14,177 shares of FirstService worth $2M as of Q2 2026.
Jones Financial Companies sold 1,119 FirstService shares in Q2 2026, an estimated $155K.
FirstService made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1580 holding.
Jones Financial Companies first reported a position in FirstService in Q3 2024 and has held it in 8 quarters since.
Jones Financial Companies's FirstService position peaked at $2.05M in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.