Royal London Asset Management’s FirstService FSV Stock Holding History

Royal London Asset 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 Q2	$139K	Sell	981 -420	-30%	-$58.3K	﹤0.01%	661
2026 Q1	$195K	Hold	1,401	–	–	﹤0.01%	671
2025 Q4	$218K	Buy	1,401 +193	+16%	+$31.4K	﹤0.01%	684
2025 Q3	$230K	Hold	1,208	–	–	﹤0.01%	671
2025 Q2	$211K	Hold	1,208	–	–	﹤0.01%	701
2025 Q1	$200K	Buy	+1,208	New	+$212K	﹤0.01%	727

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

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

Royal London Asset Management's FSV Position: Q2 2026 in Review

Royal London Asset Management reduced its FirstService (FSV) stake by 30% in Q2 2026, selling an estimated $58.3K and leaving 981 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Royal London Asset Management first reported a position in FSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $230K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Royal London Asset Management held 981 shares of FirstService worth $139K as of Q2 2026.
Royal London Asset Management sold 420 FirstService shares in Q2 2026, an estimated $58.3K.
FirstService made up ﹤0.01% of Royal London Asset Management's portfolio in Q2 2026, its #661 holding.
Royal London Asset Management first reported a position in FirstService in Q1 2025 and has held it in 6 quarters since.
Royal London Asset Management's FirstService position peaked at $230K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.