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Perigon Wealth Management’s FirstService FSV Stock Holding History

Perigon 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
Q1 		– Sell
-1,766
Closed -$275K – 1342
2025
Q4 		$275K Buy
+1,766
New +$287K ﹤0.01% 1057

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perigon Wealth Management's FSV Position: Q1 2026 in Review

Perigon Wealth Management sold out of FirstService (FSV) in Q1 2026, closing a stake of 1,766 shares — an estimated $275K sold.

Perigon Wealth Management first reported a position in FSV in Q4 2025 and held it in 1 quarter. The position peaked at $275K in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Perigon Wealth Management reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 1,766 FirstService shares in Q1 2026, an estimated $275K.
  • Perigon Wealth Management first reported a position in FirstService in Q4 2025 and held it in 1 quarter.
  • Perigon Wealth Management's FirstService position peaked at $275K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.