PCS
FSV icon

Personal CFO Solutions’s FirstService FSV Stock Holding History

Personal CFO Solutions’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 		– Sell
-1,445
Closed -$201K – 545
2026
Q1 		$201K Sell
1,445
-156
-10% -$23.8K 0.03% 510
2025
Q4 		$249K Buy
1,601
+208
+15% +$33.8K 0.04% 432
2025
Q3 		$265K Sell
1,393
-214
-13% -$41.4K 0.05% 387
2025
Q2 		$281K Buy
1,607
+9
+0.6% +$1.56K 0.05% 347
2025
Q1 		$265K Sell
1,598
-67
-4% -$11.7K 0.05% 346
2024
Q4 		$301K Sell
1,665
-103
-6% -$19.3K 0.06% 321
2024
Q3 		$323K Buy
+1,768
New +$304K 0.05% 395

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
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

Personal CFO Solutions's FSV Position: Q2 2026 in Review

Personal CFO Solutions sold out of FirstService (FSV) in Q2 2026, closing a stake of 1,445 shares — an estimated $201K sold.

Personal CFO Solutions first reported a position in FSV in Q3 2024 and held it in 7 quarters. The position peaked at $323K in Q3 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Personal CFO Solutions reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 1,445 FirstService shares in Q2 2026, an estimated $201K.
  • Personal CFO Solutions first reported a position in FirstService in Q3 2024 and held it in 7 quarters.
  • Personal CFO Solutions's FirstService position peaked at $323K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.