SBI Securities’s FirstService FSV Stock Holding History

SBI 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	-18	Closed	-$3.43K	–	4107
2025 Q3	$3.43K	Hold	18	–	–	﹤0.01%	2210
2025 Q2	$3.14K	Buy	+18	New	+$3.12K	﹤0.01%	2199

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

Janus Henderson Group London $209B AUM 37.72% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

SBI Securities's FSV Position: Q4 2025 in Review

SBI Securities sold out of FirstService (FSV) in Q4 2025, closing a stake of 18 shares — an estimated $3.43K sold.

SBI Securities first reported a position in FSV in Q2 2025 and held it in 2 quarters. The position peaked at $3.43K in Q3 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

SBI Securities reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
SBI Securities sold 18 FirstService shares in Q4 2025, an estimated $3.43K.
SBI Securities first reported a position in FirstService in Q2 2025 and held it in 2 quarters.
SBI Securities's FirstService position peaked at $3.43K in Q3 2025.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on SBI Securities's 13F filing for Q4 2025, filed 3 Feb 2026.