KAS
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Kestra Advisory Services’s FirstService FSV Stock Holding History

Kestra Advisory Services’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
-219
Closed -$34.1K – 3583
2025
Q4 		$34.1K Buy
+219
New +$35.6K ﹤0.01% 4206

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Mackenzie Financial
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Advisory Services's FSV Position: Q1 2026 in Review

Kestra Advisory Services sold out of FirstService (FSV) in Q1 2026, closing a stake of 219 shares — an estimated $34.1K sold.

Kestra Advisory Services first reported a position in FSV in Q4 2025 and held it in 1 quarter. The position peaked at $34.1K in Q4 2025. 299 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Kestra Advisory Services reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 219 FirstService shares in Q1 2026, an estimated $34.1K.
  • Kestra Advisory Services first reported a position in FirstService in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's FirstService position peaked at $34.1K in Q4 2025.
  • 299 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.