LPL Financial
FSV icon

LPL Financial’s FirstService FSV Stock Holding History

LPL Financial’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 		$1.55M Buy
10,890
+1,907
+21% +$265K ﹤0.01% 4022
2026
Q1 		$1.25M Buy
8,983
+3,134
+54% +$477K ﹤0.01% 3971
2025
Q4 		$910K Sell
5,849
-1,935
-25% -$315K ﹤0.01% 4167
2025
Q3 		$1.48M Sell
7,784
-3,879
-33% -$751K ﹤0.01% 3611
2025
Q2 		$2.04M Buy
11,663
+856
+8% +$148K ﹤0.01% 3102
2025
Q1 		$1.79M Buy
10,807
+1,100
+11% +$193K ﹤0.01% 3044
2024
Q4 		$1.76M Buy
9,707
+471
+5% +$88.1K ﹤0.01% 2980
2024
Q3 		$1.69M Buy
9,236
+252
+3% +$43.3K ﹤0.01% 2896
2024
Q2 		$1.37M Buy
8,984
+82
+0.9% +$12.4K ﹤0.01% 2953
2024
Q1 		$1.48M Buy
8,902
+2,316
+35% +$382K ﹤0.01% 2827
2023
Q4 		$1.07M Sell
6,586
-146
-2% -$22.1K ﹤0.01% 2989
2023
Q3 		$980K Sell
6,732
-441
-6% -$67.3K ﹤0.01% 2911
2023
Q2 		$1.11M Buy
7,173
+488
+7% +$70.9K ﹤0.01% 2761
2023
Q1 		$943K Buy
6,685
+317
+5% +$43.7K ﹤0.01% 2804
2022
Q4 		$780K Sell
6,368
-398
-6% -$49.3K ﹤0.01% 2847
2022
Q3 		$805K Buy
6,766
+11
+0.2% +$1.41K ﹤0.01% 2709
2022
Q2 		$819K Sell
6,755
-522
-7% -$65.8K ﹤0.01% 2749
2022
Q1 		$1.05M Buy
7,277
+1,955
+37% +$297K ﹤0.01% 2571
2021
Q4 		$1.05M Buy
5,322
+961
+22% +$186K ﹤0.01% 2614
2021
Q3 		$787K Buy
4,361
+822
+23% +$152K ﹤0.01% 2816
2021
Q2 		$606K Buy
3,539
+1,014
+40% +$166K ﹤0.01% 2987
2021
Q1 		$374K Buy
2,525
+250
+11% +$36.4K ﹤0.01% 3288
2020
Q4 		$311K Buy
2,275
+161
+8% +$21.7K ﹤0.01% 3171
2020
Q3 		$279K Buy
+2,114
New +$250K ﹤0.01% 2956
2020
Q1 		– Sell
-2,465
Closed -$229K – 3302
2019
Q4 		$229K Buy
+2,465
New +$232K ﹤0.01% 2993

Other funds holding FSV

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM

LPL Financial's FSV Position: Q2 2026 in Review

LPL Financial increased its FirstService (FSV) stake by 21% in Q2 2026, buying an estimated $265K and bringing the position to 10,890 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

LPL Financial first reported a position in FSV in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.04M in Q2 2025. 115 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • LPL Financial held 10,890 shares of FirstService worth $1.55M as of Q2 2026.
  • LPL Financial bought 1,907 FirstService shares in Q2 2026, an estimated $265K.
  • FirstService made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4022 holding.
  • LPL Financial first reported a position in FirstService in Q4 2019 and has held it in 25 quarters since.
  • LPL Financial's FirstService position peaked at $2.04M in Q2 2025.
  • 115 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.