Ritholtz Wealth Management’s FirstService FSV Stock Holding History

Ritholtz Wealth 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	-1,806	Closed	-$281K	–	1225
2025 Q4	$281K	Sell	1,806 -2,101	-54%	-$342K	0.01%	922
2025 Q3	$744K	Buy	3,907 +451	+13%	+$87.3K	0.01%	569
2025 Q2	$604K	Buy	3,456 +1,284	+59%	+$222K	0.01%	588
2025 Q1	$360K	Buy	+2,172	New	+$381K	0.01%	689
2022 Q4	–	Sell	-2,026	Closed	-$241K	–	642
2022 Q3	$241K	Buy	+2,026	New	+$259K	0.01%	611
2022 Q1	–	Sell	-2,851	Closed	-$560K	–	575
2021 Q4	$560K	Sell	2,851 -420	-13%	-$81.1K	0.03%	279
2021 Q3	$590K	Buy	3,271 +691	+27%	+$128K	0.04%	239
2021 Q2	$442K	Buy	2,580 +1,163	+82%	+$191K	0.03%	279
2021 Q1	$210K	Buy	+1,417	New	+$206K	0.02%	393

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Ritholtz Wealth Management's FSV Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of FirstService (FSV) in Q1 2026, closing a stake of 1,806 shares — an estimated $281K sold.

Ritholtz Wealth Management first reported a position in FSV in Q1 2021 and held it in 9 quarters. The position peaked at $744K in Q3 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Ritholtz Wealth Management reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 1,806 FirstService shares in Q1 2026, an estimated $281K.
Ritholtz Wealth Management first reported a position in FirstService in Q1 2021 and held it in 9 quarters.
Ritholtz Wealth Management's FirstService position peaked at $744K in Q3 2025.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.