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Physician Wealth Advisors’s FirstService FSV Stock Holding History

Physician Wealth Advisors’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 		$569 Buy
+4
New +$555 ﹤0.01% 2048
2026
Q1 		– Sell
-3
Closed -$467 – 2133
2025
Q4 		$467 Buy
+3
New +$488 ﹤0.01% 1917
2025
Q1 		– Sell
-10
Closed -$1.81K – 1473
2024
Q4 		$1.81K Buy
+10
New +$1.87K ﹤0.01% 857

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

Physician Wealth Advisors's FSV Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in FirstService (FSV) in Q2 2026: 4 shares worth $569. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in FSV as recently as Q4 2025.

Physician Wealth Advisors first reported a position in FSV in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.81K in Q4 2024. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Physician Wealth Advisors held 4 shares of FirstService worth $569 as of Q2 2026.
  • FirstService was a new Physician Wealth Advisors position in Q2 2026.
  • FirstService made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2048 holding.
  • Physician Wealth Advisors first reported a position in FirstService in Q4 2024 and has held it in 3 quarters since.
  • Physician Wealth Advisors's FirstService position peaked at $1.81K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.