Massachusetts Financial Services
FSV icon

Massachusetts Financial Services’s FirstService FSV Stock Holding History

Massachusetts Financial Services’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 		$26.8M Buy
133,120
+2,458
+2% +$341K 0.01% 612
2026
Q1 		$25.3M Sell
130,662
-6,950
-5% -$1.06M 0.01% 596
2025
Q4 		$21.4M Buy
137,612
+39,686
+41% +$6.46M 0.01% 637
2025
Q3 		$18.7M Sell
97,926
-20,490
-17% -$3.96M 0.01% 639
2025
Q2 		$20.7M Sell
118,416
-2,622
-2% -$454K 0.01% 611
2025
Q1 		$20.1M Sell
121,038
-1,865
-2% -$327K 0.01% 599
2024
Q4 		$22.2M Sell
122,903
-4,327
-3% -$809K 0.01% 591
2024
Q3 		$23.2M Sell
127,230
-1,273
-1% -$219K 0.01% 579
2024
Q2 		$19.6M Buy
128,503
+376
+0.3% +$56.8K 0.01% 582
2024
Q1 		$21.2M Buy
128,127
+1,060
+0.8% +$175K 0.01% 572
2023
Q4 		$20.6M Sell
127,067
-898
-0.7% -$136K 0.01% 570
2023
Q3 		$18.6M Sell
127,965
-3,521
-3% -$538K 0.01% 568
2023
Q2 		$20.3M Buy
131,486
+441
+0.3% +$64.1K 0.01% 553
2023
Q1 		$18.5M Buy
131,045
+2,617
+2% +$361K 0.01% 564
2022
Q4 		$15.7M Buy
128,428
+31,313
+32% +$3.88M 0.01% 574
2022
Q3 		$11.6M Buy
+97,115
New +$12.4M ﹤0.01% 602

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
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
SAM
SEB Asset Management Stockholm $26.6B AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Massachusetts Financial Services's FSV Position: Q2 2026 in Review

Massachusetts Financial Services increased its FirstService (FSV) stake by 1.9% in Q2 2026, buying an estimated $341K and bringing the position to 133,120 shares worth $26.8M. The position accounts for 0.01% of the portfolio, ranked #612.

Massachusetts Financial Services first reported a position in FSV in Q3 2022 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Massachusetts Financial Services held 133,120 shares of FirstService worth $26.8M as of Q2 2026.
  • Massachusetts Financial Services bought 2,458 FirstService shares in Q2 2026, an estimated $341K.
  • FirstService made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #612 holding.
  • Massachusetts Financial Services first reported a position in FirstService in Q3 2022 and has held it in 16 quarters since.
  • 108 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.