OAG
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Orbis Allan Gray’s FirstService FSV Stock Holding History

Orbis Allan Gray’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 		$575M Buy
4,044,289
+76,062
+2% +$10.6M 1.98% 16
2026
Q1 		$551M Buy
3,968,227
+1,983,550
+100% +$302M 2.33% 15
2025
Q4 		$309M Buy
1,984,677
+530,489
+36% +$86.3M 1.29% 31
2025
Q3 		$277M Buy
1,454,188
+30,318
+2% +$5.87M 1.19% 35
2025
Q2 		$249M Buy
1,423,870
+6,680
+0.5% +$1.16M 1.21% 27
2025
Q1 		$235M Buy
1,417,190
+224,125
+19% +$39.3M 1.35% 30
2024
Q4 		$216M Buy
1,193,065
+710,810
+147% +$133M 1.16% 30
2024
Q3 		$88M Buy
482,255
+211,504
+78% +$36.4M 0.47% 39
2024
Q2 		$41.3M Buy
270,751
+62,773
+30% +$9.48M 0.26% 52
2024
Q1 		$34.5M Buy
207,978
+60,343
+41% +$9.96M 0.21% 55
2023
Q4 		$23.9M Buy
147,635
+21,949
+17% +$3.32M 0.15% 61
2023
Q3 		$18.3M Buy
+125,686
New +$19.2M 0.13% 65

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orbis Allan Gray's FSV Position: Q2 2026 in Review

Orbis Allan Gray increased its FirstService (FSV) stake by 1.9% in Q2 2026, buying an estimated $10.6M and bringing the position to 4,044,289 shares worth $575M. The position accounts for 1.98% of the portfolio, ranked #16.

Orbis Allan Gray first reported a position in FSV in Q3 2023 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Orbis Allan Gray held 4,044,289 shares of FirstService worth $575M as of Q2 2026.
  • Orbis Allan Gray bought 76,062 FirstService shares in Q2 2026, an estimated $10.6M.
  • FirstService made up 1.98% of Orbis Allan Gray's portfolio in Q2 2026, its #16 holding.
  • Orbis Allan Gray first reported a position in FirstService in Q3 2023 and has held it in 12 quarters since.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Orbis Allan Gray's 13F filing for Q2 2026, filed 14 Aug 2026.