Physician Wealth Advisors
FSV icon

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
Q3 		$512 Hold
4
– – ﹤0.01% 2222
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

Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Physician Wealth Advisors's FSV Position: Q3 2026 in Review

Physician Wealth Advisors held its FirstService (FSV) position steady in Q3 2026 at 4 shares worth $512. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

Physician Wealth Advisors first reported a position in FSV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.81K in Q4 2024. 38 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Physician Wealth Advisors held 4 shares of FirstService worth $512 as of Q3 2026.
  • Physician Wealth Advisors left its FirstService share count unchanged in Q3 2026.
  • FirstService made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2222 holding.
  • Physician Wealth Advisors first reported a position in FirstService in Q4 2024 and has held it in 4 quarters since.
  • Physician Wealth Advisors's FirstService position peaked at $1.81K in Q4 2024.
  • 38 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.