Northwest & Ethical Investments’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $972K | Sell |
6,848
-3,276
| -32% | -$455K | 0.02% | 289 |
|
|
2026
Q1 | $1.43M | Buy |
+10,124
| New | +$1.54M | 0.03% | 277 |
|
|
2023
Q4 | – | Sell |
-33,752
| Closed | -$4.91M | – | 384 |
|
|
2023
Q3 | $4.91M | Sell |
33,752
-2,790
| -8% | -$426K | 0.17% | 169 |
|
|
2023
Q2 | $5.63M | Sell |
36,542
-1,072
| -3% | -$156K | 0.18% | 161 |
|
|
2023
Q1 | $5.3M | Sell |
37,614
-2,786
| -7% | -$384K | 0.18% | 165 |
|
|
2022
Q4 | $4.95M | Sell |
40,400
-4,151
| -9% | -$514K | 0.17% | 173 |
|
|
2022
Q3 | $5.3M | Buy |
44,551
+599
| +1% | +$76.5K | 0.21% | 144 |
|
|
2022
Q2 | $5.33M | Sell |
43,952
-6,158
| -12% | -$776K | 0.2% | 143 |
|
|
2022
Q1 | $7.25M | Buy |
50,110
+5,085
| +11% | +$774K | 0.23% | 123 |
|
|
2021
Q4 | $8.85M | Sell |
45,025
-33,141
| -42% | -$6.4M | 0.26% | 112 |
|
|
2021
Q3 | $14.1M | Sell |
78,166
-888
| -1% | -$164K | 0.46% | 68 |
|
|
2021
Q2 | $13.6M | Sell |
79,054
-13,768
| -15% | -$2.26M | 0.44% | 78 |
|
|
2021
Q1 | $13.8M | Sell |
92,822
-3,580
| -4% | -$521K | 0.48% | 73 |
|
|
2020
Q4 | $13.2M | Sell |
96,402
-21,690
| -18% | -$2.92M | 0.51% | 65 |
|
|
2020
Q3 | $15.6M | Sell |
118,092
-50,911
| -30% | -$6.01M | 0.69% | 36 |
|
|
2020
Q2 | $17M | Sell |
169,003
-50,094
| -23% | -$4.44M | 0.81% | 27 |
|
|
2020
Q1 | $16.9M | Sell |
219,097
-7,226
| -3% | -$693K | 0.98% | 14 |
|
|
2019
Q4 | $21.1M | Sell |
226,323
-1,000
| -0.4% | -$94.2K | 0.95% | 18 |
|
|
2019
Q3 | $23.3M | Hold |
227,323
| – | – | 1.14% | 11 |
|
|
2019
Q2 | $21.9M | Hold |
227,323
| – | – | 1.1% | 11 |
|
|
2019
Q1 | $20.3M | Sell |
227,323
-48,128
| -17% | -$3.96M | 1.06% | 12 |
|
|
2018
Q4 | $18.9M | Buy |
275,451
+6,200
| +2% | +$463K | 1.12% | 12 |
|
|
2018
Q3 | $22.7M | Sell |
269,251
-40,749
| -13% | -$3.38M | 1.43% | 7 |
|
|
2018
Q2 | $23.6M | Buy |
310,000
+600
| +0.2% | +$43K | 1.56% | 7 |
|
|
2018
Q1 | $22.7M | Buy |
309,400
+8,926
| +3% | +$617K | 1.52% | 6 |
|
|
2017
Q4 | $21M | Sell |
300,474
-13,925
| -4% | -$959K | 1.37% | 8 |
|
|
2017
Q3 | $20.7M | Buy |
314,399
+1,564
| +0.5% | +$102K | 1.28% | 14 |
|
|
2017
Q2 | $20.1M | Buy |
312,835
+25,942
| +9% | +$1.61M | 1.36% | 10 |
|
|
2017
Q1 | $17.3M | Sell |
286,893
-30,779
| -10% | -$1.66M | 1.18% | 17 |
|
|
2016
Q4 | $15.1M | Buy |
317,672
+25,970
| +9% | +$1.14M | 1.04% | 19 |
|
|
2016
Q3 | $13.6M | Buy |
291,702
+23,556
| +9% | +$1.13M | 0.95% | 21 |
|
|
2016
Q2 | $12.3M | Buy |
268,146
+16,420
| +7% | +$736K | 0.93% | 27 |
|
|
2016
Q1 | $10.4M | Sell |
251,726
-26,000
| -9% | -$987K | 0.7% | 44 |
|
|
2015
Q4 | $11.2M | Sell |
277,726
-36,184
| -12% | -$1.33M | 0.81% | 35 |
|
|
2015
Q3 | $10.1M | Sell |
313,910
-11,530
| -4% | -$358K | 0.78% | 33 |
|
|
2015
Q2 | $9.06M | Buy |
+325,440
| New | +$8.58M | 0.6% | 44 |
|
Other funds holding FSV
OAG
JT
CCA
Northwest & Ethical Investments's FSV Position: Q2 2026 in Review
Northwest & Ethical Investments reduced its FirstService (FSV) stake by 32% in Q2 2026, selling an estimated $455K and leaving 6,848 shares worth $972K. The position accounts for 0.02% of the portfolio, ranked #289.
Northwest & Ethical Investments first reported a position in FSV in Q2 2015 and has held it in 36 quarters since. The position peaked at $23.6M in Q2 2018. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.
- Northwest & Ethical Investments held 6,848 shares of FirstService worth $972K as of Q2 2026.
- Northwest & Ethical Investments sold 3,276 FirstService shares in Q2 2026, an estimated $455K.
- FirstService made up 0.02% of Northwest & Ethical Investments's portfolio in Q2 2026, its #289 holding.
- Northwest & Ethical Investments first reported a position in FirstService in Q2 2015 and has held it in 36 quarters since.
- Northwest & Ethical Investments's FirstService position peaked at $23.6M in Q2 2018.
- 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.
Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.