Orgel Wealth Management’s FirstService FSV Stock Holding History

Orgel Wealth Management’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	$407K	Hold	2,865	–	–	0.01%	91
2026 Q1	$398K	Hold	2,865	–	–	0.01%	75
2025 Q4	$446K	Hold	2,865	–	–	0.01%	69
2025 Q3	$546K	Hold	2,865	–	–	0.01%	62
2025 Q2	$500K	Hold	2,865	–	–	0.01%	63
2025 Q1	$475K	Hold	2,865	–	–	0.01%	60
2024 Q4	$519K	Hold	2,865	–	–	0.01%	59
2024 Q3	$523K	Hold	2,865	–	–	0.01%	57
2024 Q2	$437K	Hold	2,865	–	–	0.01%	58
2024 Q1	$475K	Hold	2,865	–	–	0.01%	56
2023 Q4	$464K	Sell	2,865 -425	-13%	-$64.3K	0.01%	55
2023 Q3	$479K	Hold	3,290	–	–	0.02%	56
2023 Q2	$507K	Hold	3,290	–	–	0.02%	54
2023 Q1	$464K	Hold	3,290	–	–	0.02%	52
2022 Q4	$403K	Hold	3,290	–	–	0.02%	55
2022 Q3	$392K	Hold	3,290	–	–	0.02%	50
2022 Q2	$399K	Hold	3,290	–	–	0.02%	45
2022 Q1	$477K	Hold	3,290	–	–	0.03%	41
2021 Q4	$646K	Hold	3,290	–	–	0.06%	29
2021 Q3	$595K	Hold	3,290	–	–	0.07%	29
2021 Q2	$565K	Hold	3,290	–	–	0.07%	29
2021 Q1	$488K	Hold	3,290	–	–	0.07%	30
2020 Q4	$450K	Hold	3,290	–	–	0.09%	28
2020 Q3	$433K	Hold	3,290	–	–	0.12%	27
2020 Q2	$331K	Hold	3,290	–	–	0.12%	33
2020 Q1	$251K	Hold	3,290	–	–	0.1%	31
2019 Q4	$307K	Hold	3,290	–	–	0.08%	36
2019 Q3	$338K	Hold	3,290	–	–	0.13%	31
2019 Q2	$317K	Hold	3,290	–	–	0.12%	28
2019 Q1	$293K	Hold	3,290	–	–	0.1%	30
2018 Q4	$226K	Hold	3,290	–	–	0.07%	38
2018 Q3	$278K	Hold	3,290	–	–	0.12%	31
2018 Q2	$250K	Hold	3,290	–	–	0.06%	34
2018 Q1	$241K	Hold	3,290	–	–	0.06%	33
2017 Q4	$231K	Hold	3,290	–	–	0.06%	40
2017 Q3	$216K	Hold	3,290	–	–	0.08%	30
2017 Q2	$211K	Buy	+3,290	New	+$204K	0.08%	25

Other funds holding FSV

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

JSA

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CRC

Catawba River Capital Lake Wylie, South Carolina $223M AUM 24.34% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Orgel Wealth Management's FSV Position: Q2 2026 in Review

Orgel Wealth Management held its FirstService (FSV) position steady in Q2 2026 at 2,865 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #91.

Orgel Wealth Management first reported a position in FSV in Q2 2017 and has held it in 37 quarters since. The position peaked at $646K in Q4 2021. 51 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Orgel Wealth Management held 2,865 shares of FirstService worth $407K as of Q2 2026.
Orgel Wealth Management left its FirstService share count unchanged in Q2 2026.
FirstService made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #91 holding.
Orgel Wealth Management first reported a position in FirstService in Q2 2017 and has held it in 37 quarters since.
Orgel Wealth Management's FirstService position peaked at $646K in Q4 2021.
51 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.