Nuveen’s FirstService FSV Stock Holding History

Nuveen’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	$5.95M	Buy	41,840 +13,211	+46%	+$1.83M	﹤0.01%	2004
2026 Q1	$3.97M	Hold	28,629	–	–	﹤0.01%	1975
2025 Q4	$4.46M	Hold	28,629	–	–	﹤0.01%	1961
2025 Q3	$5.46M	Hold	28,629	–	–	﹤0.01%	1869
2025 Q2	$4.99M	Buy	28,629 +341	+1%	+$59.1K	﹤0.01%	1889
2025 Q1	$4.69M	Sell	28,288 -5,798	-17%	-$1.02M	﹤0.01%	1953
2024 Q4	$6.17M	Sell	34,086 -201	-0.6%	-$37.6K	﹤0.01%	1884
2024 Q3	$6.27M	Sell	34,287 -659	-2%	-$113K	﹤0.01%	1883
2024 Q2	$5.32M	Sell	34,946 -5,075	-13%	-$767K	﹤0.01%	1925
2024 Q1	$6.63M	Buy	40,021 +8,081	+25%	+$1.33M	﹤0.01%	1836
2023 Q4	$5.2M	Buy	+31,940	New	+$4.83M	﹤0.01%	1955

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

Nuveen's FSV Position: Q2 2026 in Review

Nuveen increased its FirstService (FSV) stake by 46% in Q2 2026, buying an estimated $1.83M and bringing the position to 41,840 shares worth $5.95M. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Nuveen first reported a position in FSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.63M in Q1 2024. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Nuveen held 41,840 shares of FirstService worth $5.95M as of Q2 2026.
Nuveen bought 13,211 FirstService shares in Q2 2026, an estimated $1.83M.
FirstService made up ﹤0.01% of Nuveen's portfolio in Q2 2026, its #2004 holding.
Nuveen first reported a position in FirstService in Q4 2023 and has held it in 11 quarters since.
Nuveen's FirstService position peaked at $6.63M in Q1 2024.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Nuveen's 13F filing for Q2 2026, filed 11 Aug 2026.