MassMutual Private Wealth & Trust’s FirstService FSV Stock Holding History

MassMutual Private Wealth & Trust’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	$1.99K	Buy	14 +7	+100%	+$971	﹤0.01%	2007
2026 Q1	$973	Hold	7	–	–	﹤0.01%	2138
2025 Q4	$1.09K	Hold	7	–	–	﹤0.01%	2127
2025 Q3	$1.33K	Hold	7	–	–	﹤0.01%	2091
2025 Q2	$1.22K	Sell	7 -3	-30%	-$520	﹤0.01%	2073
2025 Q1	$1.66K	Sell	10 -2	-17%	-$350	﹤0.01%	1977
2024 Q4	$2.17K	Hold	12	–	–	﹤0.01%	1813
2024 Q3	$2.19K	Buy	+12	New	+$2.06K	﹤0.01%	1637

Other funds holding FSV

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

MassMutual Private Wealth & Trust's FSV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its FirstService (FSV) stake by 100% in Q2 2026, buying an estimated $971 and bringing the position to 14 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

MassMutual Private Wealth & Trust first reported a position in FSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.19K in Q3 2024. 66 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

MassMutual Private Wealth & Trust held 14 shares of FirstService worth $1.99K as of Q2 2026.
MassMutual Private Wealth & Trust bought 7 FirstService shares in Q2 2026, an estimated $971.
FirstService made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2007 holding.
MassMutual Private Wealth & Trust first reported a position in FirstService in Q3 2024 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's FirstService position peaked at $2.19K in Q3 2024.
66 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.