Loomis, Sayles & Company’s FirstService FSV Stock Holding History

Loomis, Sayles & Company’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	$13.1M	Sell	92,080 -83,175	-47%	-$11.5M	0.02%	338
2026 Q1	$24.3M	Buy	175,255 +14,432	+9%	+$2.2M	0.03%	206
2025 Q4	$25M	Buy	+160,823	New	+$26.2M	0.03%	203
2019 Q1	–	Sell	-116,526	Closed	-$7.98M	–	807
2018 Q4	$7.98M	Buy	116,526 +3,298	+3%	+$246K	0.02%	353
2018 Q3	$9.59M	Buy	113,228 +1,445	+1%	+$120K	0.02%	388
2018 Q2	$8.5M	Sell	111,783 -3,820	-3%	-$274K	0.02%	465
2018 Q1	$8.46M	Sell	115,603 -2,069	-2%	-$143K	0.02%	464
2017 Q4	$8.23M	Buy	117,672 +9,575	+9%	+$660K	0.02%	470
2017 Q3	$7.11M	Buy	108,097 +4,966	+5%	+$324K	0.02%	482
2017 Q2	$6.6M	Sell	103,131 -4,783	-4%	-$297K	0.02%	479
2017 Q1	$6.51M	Sell	107,914 -1,399	-1%	-$75.3K	0.02%	481
2016 Q4	$5.19M	Buy	109,313 +358	+0.3%	+$15.7K	0.01%	530
2016 Q3	$5.09M	Buy	+108,955	New	+$5.21M	0.01%	516

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

Loomis, Sayles & Company's FSV Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its FirstService (FSV) stake by 47% in Q2 2026, selling an estimated $11.5M and leaving 92,080 shares worth $13.1M. The position accounts for 0.02% of the portfolio, ranked #338.

Loomis, Sayles & Company first reported a position in FSV in Q3 2016 and has held it in 13 quarters since. The position peaked at $25M in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Loomis, Sayles & Company held 92,080 shares of FirstService worth $13.1M as of Q2 2026.
Loomis, Sayles & Company sold 83,175 FirstService shares in Q2 2026, an estimated $11.5M.
FirstService made up 0.02% of Loomis, Sayles & Company's portfolio in Q2 2026, its #338 holding.
Loomis, Sayles & Company first reported a position in FirstService in Q3 2016 and has held it in 13 quarters since.
Loomis, Sayles & Company's FirstService position peaked at $25M in Q4 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.