PWPS
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Pinnacle Wealth Planning Services’s FirstService FSV Stock Holding History

Pinnacle Wealth Planning Services’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 		$30.1K Buy
212
+16
+8% +$2.22K ﹤0.01% 1583
2026
Q1 		$27.2K Buy
196
+109
+125% +$16.6K ﹤0.01% 1532
2025
Q4 		$13.5K Buy
+87
New +$14.2K ﹤0.01% 1895

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

Pinnacle Wealth Planning Services's FSV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its FirstService (FSV) stake by 8.2% in Q2 2026, buying an estimated $2.22K and bringing the position to 212 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Pinnacle Wealth Planning Services first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Pinnacle Wealth Planning Services held 212 shares of FirstService worth $30.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 16 FirstService shares in Q2 2026, an estimated $2.22K.
  • FirstService made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1583 holding.
  • Pinnacle Wealth Planning Services first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.