Picton Mahoney Asset Management’s FirstService FSV Stock Holding History

Picton Mahoney Asset 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 Q2	$46.8M	Buy	330,064 +85,881	+35%	+$11.9M	0.35%	56
2026 Q1	$34M	Sell	244,183 -63,163	-21%	-$9.62M	0.25%	63
2025 Q4	$47.9M	Sell	307,346 -24,384	-7%	-$3.97M	0.37%	47
2025 Q3	$63.2M	Buy	331,730 +9,359	+3%	+$1.81M	0.57%	31
2025 Q2	$56M	Buy	+322,371	New	+$55.8M	0.58%	34

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Picton Mahoney Asset Management's FSV Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its FirstService (FSV) stake by 35% in Q2 2026, buying an estimated $11.9M and bringing the position to 330,064 shares worth $46.8M. The position accounts for 0.35% of the portfolio, ranked #56.

Picton Mahoney Asset Management first reported a position in FSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.2M in Q3 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Picton Mahoney Asset Management held 330,064 shares of FirstService worth $46.8M as of Q2 2026.
Picton Mahoney Asset Management bought 85,881 FirstService shares in Q2 2026, an estimated $11.9M.
FirstService made up 0.35% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #56 holding.
Picton Mahoney Asset Management first reported a position in FirstService in Q2 2025 and has held it in 5 quarters since.
Picton Mahoney Asset Management's FirstService position peaked at $63.2M in Q3 2025.
280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.