Prelude Capital Management’s FirstService FSV Stock Holding History

Prelude Capital 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 Q1	–	Sell	-1,465	Closed	-$228K	–	1348
2025 Q4	$228K	Buy	+1,465	New	+$238K	0.02%	970
2018 Q4	–	Sell	-582	Closed	-$49K	–	1905
2018 Q3	$49K	Hold	582	–	–	﹤0.01%	1134
2018 Q2	$44K	Buy	+582	New	+$41.7K	﹤0.01%	1155

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 $4.6B AUM 16.08% 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

Prelude Capital Management's FSV Position: Q1 2026 in Review

Prelude Capital Management sold out of FirstService (FSV) in Q1 2026, closing a stake of 1,465 shares — an estimated $228K sold.

Prelude Capital Management first reported a position in FSV in Q2 2018 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Prelude Capital Management reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Prelude Capital Management sold 1,465 FirstService shares in Q1 2026, an estimated $228K.
Prelude Capital Management first reported a position in FirstService in Q2 2018 and held it in 3 quarters.
Prelude Capital Management's FirstService position peaked at $228K in Q4 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.