Parr McKnight Wealth Management Group’s FirstService FSV Stock Holding History

Parr McKnight Wealth Management Group’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 Q1	–	Sell	-6,166	Closed	-$959K	–	224
2025 Q4	$959K	Sell	6,166 -1,417	-19%	-$231K	0.13%	157
2025 Q3	$1.44M	Buy	7,583 +81	+1%	+$15.7K	0.19%	136
2025 Q2	$1.31M	Buy	7,502 +133	+2%	+$23K	0.18%	145
2025 Q1	$1.22M	Buy	7,369 +679	+10%	+$119K	0.18%	156
2024 Q4	$1.21M	Buy	+6,690	New	+$1.25M	0.17%	127

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parr McKnight Wealth Management Group's FSV Position: Q1 2026 in Review

Parr McKnight Wealth Management Group sold out of FirstService (FSV) in Q1 2026, closing a stake of 6,166 shares — an estimated $959K sold.

Parr McKnight Wealth Management Group first reported a position in FSV in Q4 2024 and held it in 5 quarters. The position peaked at $1.44M in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Parr McKnight Wealth Management Group reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Parr McKnight Wealth Management Group sold 6,166 FirstService shares in Q1 2026, an estimated $959K.
Parr McKnight Wealth Management Group first reported a position in FirstService in Q4 2024 and held it in 5 quarters.
Parr McKnight Wealth Management Group's FirstService position peaked at $1.44M in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.