Purpose Unlimited Inc’s FirstService FSV Stock Holding History

Purpose Unlimited Inc’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	–	Sell	-5	Closed	-$647	–	626
2026 Q1	$647	Buy	+5	New	+$761	﹤0.01%	545

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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

Purpose Unlimited Inc's FSV Position: Q2 2026 in Review

Purpose Unlimited Inc sold out of FirstService (FSV) in Q2 2026, closing a stake of 5 shares — an estimated $647 sold.

Purpose Unlimited Inc first reported a position in FSV in Q1 2026 and held it in 1 quarter. The position peaked at $647 in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Purpose Unlimited Inc reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
Purpose Unlimited Inc sold 5 FirstService shares in Q2 2026, an estimated $647.
Purpose Unlimited Inc first reported a position in FirstService in Q1 2026 and held it in 1 quarter.
Purpose Unlimited Inc's FirstService position peaked at $647 in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.