Mather Group’s FirstService FSV Stock Holding History

Mather Group’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	$179K	Hold	1,261	–	–	﹤0.01%	798
2026 Q1	$175K	Buy	+1,261	New	+$192K	﹤0.01%	764
2025 Q4	–	Sell	-47	Closed	-$8.95K	–	1010
2025 Q3	$8.95K	Buy	+47	New	+$9.09K	﹤0.01%	1289
2025 Q2	–	Sell	-48	Closed	-$7.97K	–	1014
2025 Q1	$7.97K	Hold	48	–	–	﹤0.01%	1306
2024 Q4	$8.69K	Buy	48 +35	+269%	+$6.54K	﹤0.01%	1274
2024 Q3	$2.37K	Hold	13	–	–	﹤0.01%	1445
2024 Q2	$2.15K	Hold	13	–	–	﹤0.01%	1869
2024 Q1	$2.11K	Buy	+13	New	+$2.15K	﹤0.01%	1534

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

Mather Group's FSV Position: Q2 2026 in Review

Mather Group held its FirstService (FSV) position steady in Q2 2026 at 1,261 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Mather Group first reported a position in FSV in Q1 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Mather Group held 1,261 shares of FirstService worth $179K as of Q2 2026.
Mather Group left its FirstService share count unchanged in Q2 2026.
FirstService made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #798 holding.
Mather Group first reported a position in FirstService in Q1 2024 and has held it in 8 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.