MML Investors Services’s FirstService FSV Stock Holding History

MML Investors 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	$247K	Buy	1,737 +254	+17%	+$35.2K	﹤0.01%	2946
2026 Q1	$206K	Sell	1,483 -399	-21%	-$60.8K	﹤0.01%	2807
2025 Q4	$293K	Buy	1,882 +13	+0.7%	+$2.12K	﹤0.01%	2644
2025 Q3	$356K	Buy	1,869 +98	+6%	+$19K	﹤0.01%	2404
2025 Q2	$309K	Sell	1,771 -31	-2%	-$5.37K	﹤0.01%	2413
2025 Q1	$299K	Buy	1,802 +298	+20%	+$52.2K	﹤0.01%	2317
2024 Q4	$272K	Buy	1,504 +68	+5%	+$12.7K	﹤0.01%	2329
2024 Q3	$262K	Buy	+1,436	New	+$247K	﹤0.01%	2267

Other funds holding FSV

CCA

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

MML Investors Services's FSV Position: Q2 2026 in Review

MML Investors Services increased its FirstService (FSV) stake by 17% in Q2 2026, buying an estimated $35.2K and bringing the position to 1,737 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2946.

MML Investors Services first reported a position in FSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $356K in Q3 2025. 128 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

MML Investors Services held 1,737 shares of FirstService worth $247K as of Q2 2026.
MML Investors Services bought 254 FirstService shares in Q2 2026, an estimated $35.2K.
FirstService made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2946 holding.
MML Investors Services first reported a position in FirstService in Q3 2024 and has held it in 8 quarters since.
MML Investors Services's FirstService position peaked at $356K in Q3 2025.
128 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.