JWM
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JPL Wealth Management’s FirstService FSV Stock Holding History

JPL Wealth Management’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
-139
Closed -$26.5K – 490
2025
Q3 		$26.5K Buy
+139
New +$26.9K 0.01% 349

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Janus Henderson Group
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JPL Wealth Management's FSV Position: Q4 2025 in Review

JPL Wealth Management sold out of FirstService (FSV) in Q4 2025, closing a stake of 139 shares — an estimated $26.5K sold.

JPL Wealth Management first reported a position in FSV in Q3 2025 and held it in 1 quarter. The position peaked at $26.5K in Q3 2025. 307 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • JPL Wealth Management reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • JPL Wealth Management sold 139 FirstService shares in Q4 2025, an estimated $26.5K.
  • JPL Wealth Management first reported a position in FirstService in Q3 2025 and held it in 1 quarter.
  • JPL Wealth Management's FirstService position peaked at $26.5K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on JPL Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.