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Lincluden Management’s FirstService FSV Stock Holding History

Lincluden 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
2026
Q2 		$13.5M Buy
66,993
+2,327
+4% +$323K 1.33% 19
2026
Q1 		$9.13M Buy
64,666
+17,768
+38% +$2.71M 0.97% 24
2025
Q4 		$10M Buy
46,898
+5,818
+14% +$947K 0.85% 20
2025
Q3 		$7.78M Sell
41,080
-2,390
-5% -$462K 0.87% 25
2025
Q2 		$7.58M Buy
43,470
+3,011
+7% +$521K 0.84% 26
2025
Q1 		$6.71M Sell
40,459
-1,208
-3% -$212K 0.85% 25
2024
Q4 		$7.55M Buy
41,667
+3,934
+10% +$735K 0.91% 24
2024
Q3 		$6.9M Hold
37,733
– – 0.75% 29
2024
Q2 		$5.75M Hold
37,733
– – 0.7% 31
2024
Q1 		$6.25M Sell
37,733
-1,915
-5% -$316K 0.74% 30
2023
Q4 		$6.42M Sell
39,648
-17,461
-31% -$2.64M 0.78% 28
2023
Q3 		$8.31M Hold
57,109
– – 1.01% 20
2023
Q2 		$8.79M Sell
57,109
-1,239
-2% -$180K 1.01% 20
2023
Q1 		$8.2M Sell
58,348
-7,538
-11% -$1.04M 0.93% 22
2022
Q4 		$8.07M Buy
65,886
+5,912
+10% +$732K 0.94% 23
2022
Q3 		$7.14M Sell
59,974
-5,159
-8% -$659K 0.91% 22
2022
Q2 		$7.9M Sell
65,133
-11,480
-15% -$1.45M 0.86% 24
2022
Q1 		$11.1M Buy
76,613
+10,828
+16% +$1.65M 0.98% 21
2021
Q4 		$12.9M Buy
65,785
+10,925
+20% +$2.11M 1.18% 19
2021
Q3 		$9.92M Hold
54,860
– – 1% 23
2021
Q2 		$9.41M Buy
+54,860
New +$9M 0.9% 24

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Lincluden Management's FSV Position: Q2 2026 in Review

Lincluden Management increased its FirstService (FSV) stake by 3.6% in Q2 2026, buying an estimated $323K and bringing the position to 66,993 shares worth $13.5M. The position accounts for 1.33% of the portfolio, ranked #19.

Lincluden Management first reported a position in FSV in Q2 2021 and has held it in 21 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Lincluden Management held 66,993 shares of FirstService worth $13.5M as of Q2 2026.
  • Lincluden Management bought 2,327 FirstService shares in Q2 2026, an estimated $323K.
  • FirstService made up 1.33% of Lincluden Management's portfolio in Q2 2026, its #19 holding.
  • Lincluden Management first reported a position in FirstService in Q2 2021 and has held it in 21 quarters since.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.