Newbridge Financial Services Group’s FirstService FSV Stock Holding History

Newbridge Financial Services 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 Q1	–	Sell	-14	Closed	-$2.18K	–	1212
2025 Q4	$2.18K	Hold	14	–	–	﹤0.01%	1015
2025 Q3	$2.67K	Hold	14	–	–	﹤0.01%	1105
2025 Q2	$2.44K	Hold	14	–	–	﹤0.01%	1119
2025 Q1	$2.32K	Hold	14	–	–	﹤0.01%	876
2024 Q4	$2.53K	Buy	+14	New	+$2.62K	﹤0.01%	942

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's FSV Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of FirstService (FSV) in Q1 2026, closing a stake of 14 shares — an estimated $2.18K sold.

Newbridge Financial Services Group first reported a position in FSV in Q4 2024 and held it in 5 quarters. The position peaked at $2.67K in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Newbridge Financial Services Group reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 14 FirstService shares in Q1 2026, an estimated $2.18K.
Newbridge Financial Services Group first reported a position in FirstService in Q4 2024 and held it in 5 quarters.
Newbridge Financial Services Group's FirstService position peaked at $2.67K in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.