NewEdge Advisors’s FirstService FSV Stock Holding History

NewEdge Advisors’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	$3.01K	Hold	21	–	–	﹤0.01%	3840
2026 Q1	$2.94K	Sell	21 -2,144	-99%	-$326K	﹤0.01%	3718
2025 Q4	$337K	Buy	2,165 +2,144	+10,210%	+$349K	﹤0.01%	2230
2025 Q3	$4.02K	Hold	21	–	–	﹤0.01%	3596
2025 Q2	$3.68K	Hold	21	–	–	﹤0.01%	3484
2025 Q1	$3.49K	Hold	21	–	–	﹤0.01%	3393
2024 Q4	$3.81K	Hold	21	–	–	﹤0.01%	3307
2024 Q3	$3.83K	Hold	21	–	–	﹤0.01%	3235
2024 Q2	$3.2K	Hold	21	–	–	﹤0.01%	3223
2024 Q1	$3.48K	Sell	21 -33	-61%	-$5.45K	﹤0.01%	3259
2023 Q4	$8.75K	Buy	+54	New	+$8.16K	﹤0.01%	2915
2023 Q1	–	Sell	-207	Closed	-$25.3K	–	3688
2022 Q4	$25.3K	Buy	+207	New	+$25.6K	﹤0.01%	2042

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

NewEdge Advisors's FSV Position: Q2 2026 in Review

NewEdge Advisors held its FirstService (FSV) position steady in Q2 2026 at 21 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3840.

NewEdge Advisors first reported a position in FSV in Q4 2022 and has held it in 12 quarters since. The position peaked at $337K in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

NewEdge Advisors held 21 shares of FirstService worth $3.01K as of Q2 2026.
NewEdge Advisors left its FirstService share count unchanged in Q2 2026.
FirstService made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3840 holding.
NewEdge Advisors first reported a position in FirstService in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's FirstService position peaked at $337K in Q4 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.