Sagard Holdings Management’s FirstService FSV Stock Holding History

Sagard Holdings 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
2025 Q3	$79.2K	Buy	+416	New	+$80.5K	0.4%	27

Other funds holding FSV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sagard Holdings Management's FSV Position: Q3 2025 in Review

Sagard Holdings Management opened a new position in FirstService (FSV) in Q3 2025: 416 shares worth $79.2K. The stake represents 0.4% of the portfolio and ranks #27 among its holdings.

321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

Sagard Holdings Management held 416 shares of FirstService worth $79.2K as of Q3 2025.
FirstService was a new Sagard Holdings Management position in Q3 2025.
FirstService made up 0.4% of Sagard Holdings Management's portfolio in Q3 2025, its #27 holding.
321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Sagard Holdings Management's 13F filing for Q3 2025, filed 14 Nov 2025.