&Partners’s FirstService FSV Stock Holding History

&Partners’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	$255K	Sell	1,872 -773	-29%	-$118K	﹤0.01%	2094
2025 Q4	$411K	Buy	2,645 +38	+1%	+$6.18K	﹤0.01%	1743
2025 Q3	$497K	Sell	2,607 -152	-6%	-$29.4K	﹤0.01%	1444
2025 Q2	$482K	Buy	2,759 +218	+9%	+$37.8K	﹤0.01%	1381
2025 Q1	$419K	Sell	2,541 -113	-4%	-$19.8K	﹤0.01%	1220
2024 Q4	$482K	Buy	2,654 +983	+59%	+$184K	0.01%	1088
2024 Q3	$305K	Sell	1,671 -809	-33%	-$139K	0.01%	1093
2024 Q2	$378K	Buy	+2,480	New	+$375K	0.02%	635

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's FSV Position: Q1 2026 in Review

&Partners reduced its FirstService (FSV) stake by 29% in Q1 2026, selling an estimated $118K and leaving 1,872 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

&Partners first reported a position in FSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $497K in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

&Partners held 1,872 shares of FirstService worth $255K as of Q1 2026.
&Partners sold 773 FirstService shares in Q1 2026, an estimated $118K.
FirstService made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2094 holding.
&Partners first reported a position in FirstService in Q2 2024 and has held it in 8 quarters since.
&Partners's FirstService position peaked at $497K in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.