PS
FSV icon

Principal Securities’s FirstService FSV Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-107
Closed -$20.4K – 2150
2025
Q3 		$20.4K Sell
107
-21
-16% -$4.06K ﹤0.01% 2389
2025
Q2 		$22.4K Buy
128
+2
+2% +$346 ﹤0.01% 2259
2025
Q1 		$22.8K Hold
126
– – ﹤0.01% 2130
2024
Q4 		$22.8K Buy
126
+20
+19% +$3.74K ﹤0.01% 2126
2024
Q3 		$19.3K Buy
106
+79
+293% +$13.6K ﹤0.01% 2139
2024
Q2 		$4.11K Buy
27
+24
+800% +$3.63K ﹤0.01% 2705
2024
Q1 		$497 Hold
3
– – ﹤0.01% 3144
2023
Q4 		$486 Buy
+3
New +$454 ﹤0.01% 3067

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Principal Securities's FSV Position: Q4 2025 in Review

Principal Securities sold out of FirstService (FSV) in Q4 2025, closing a stake of 107 shares — an estimated $20.4K sold.

Principal Securities first reported a position in FSV in Q4 2023 and held it in 8 quarters. The position peaked at $22.8K in Q1 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • Principal Securities reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 107 FirstService shares in Q4 2025, an estimated $20.4K.
  • Principal Securities first reported a position in FirstService in Q4 2023 and held it in 8 quarters.
  • Principal Securities's FirstService position peaked at $22.8K in Q1 2025.
  • 306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.