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 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 $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

Physician Wealth Advisors's FSV Position: Q1 2026 in Review

Physician Wealth Advisors sold out of FirstService (FSV) in Q1 2026, closing a stake of 3 shares — an estimated $467 sold.

Physician Wealth Advisors first reported a position in FSV in Q4 2024 and held it in 2 quarters. The position peaked at $1.81K in Q4 2024. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Physician Wealth Advisors reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 3 FirstService shares in Q1 2026, an estimated $467.
Physician Wealth Advisors first reported a position in FirstService in Q4 2024 and held it in 2 quarters.
Physician Wealth Advisors's FirstService position peaked at $1.81K in Q4 2024.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.