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 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 $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's FSV Position: Q1 2026 in Review

Loomis, Sayles & Company increased its FirstService (FSV) stake by 9% in Q1 2026, buying an estimated $2.2M and bringing the position to 175,255 shares worth $24.3M. The position accounts for 0.03% of the portfolio, ranked #206.

Loomis, Sayles & Company first reported a position in FSV in Q3 2016 and has held it in 12 quarters since. The position peaked at $25M in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Loomis, Sayles & Company held 175,255 shares of FirstService worth $24.3M as of Q1 2026.
Loomis, Sayles & Company bought 14,432 FirstService shares in Q1 2026, an estimated $2.2M.
FirstService made up 0.03% of Loomis, Sayles & Company's portfolio in Q1 2026, its #206 holding.
Loomis, Sayles & Company first reported a position in FirstService in Q3 2016 and has held it in 12 quarters since.
Loomis, Sayles & Company's FirstService position peaked at $25M in Q4 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.