Larson Financial Group’s FirstService FSV Stock Holding History

Larson Financial Group’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	$3.13K	Sell	22 -333	-94%	-$46.2K	﹤0.01%	2961
2026 Q1	$49.3K	Buy	355 +319	+886%	+$48.6K	﹤0.01%	1363
2025 Q4	$5.6K	Buy	36 +25	+227%	+$4.07K	﹤0.01%	2408
2025 Q3	$2.1K	Sell	11 -1	-8%	-$193	﹤0.01%	2691
2025 Q2	$2.1K	Buy	+12	New	+$2.08K	﹤0.01%	2392
2024 Q1	–	Sell	-7	Closed	-$1.14K	–	1836
2023 Q4	$1.14K	Hold	7	–	–	﹤0.01%	1447
2023 Q3	$1.02K	Hold	7	–	–	﹤0.01%	1490
2023 Q2	$1.08K	Hold	7	–	–	﹤0.01%	1355
2023 Q1	$987	Hold	7	–	–	﹤0.01%	1345
2022 Q4	$858	Buy	+7	New	+$867	﹤0.01%	1316

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

Larson Financial Group's FSV Position: Q2 2026 in Review

Larson Financial Group reduced its FirstService (FSV) stake by 94% in Q2 2026, selling an estimated $46.2K and leaving 22 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2961.

Larson Financial Group first reported a position in FSV in Q4 2022 and has held it in 10 quarters since. The position peaked at $49.3K in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Larson Financial Group held 22 shares of FirstService worth $3.13K as of Q2 2026.
Larson Financial Group sold 333 FirstService shares in Q2 2026, an estimated $46.2K.
FirstService made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2961 holding.
Larson Financial Group first reported a position in FirstService in Q4 2022 and has held it in 10 quarters since.
Larson Financial Group's FirstService position peaked at $49.3K in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

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