Security National Bank’s FirstService FSV Stock Holding History

Security National Bank’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	$78.6K	Hold	553	–	–	0.01%	209
2026 Q1	$76.8K	Hold	553	–	–	0.01%	203
2025 Q4	$86K	Hold	553	–	–	0.01%	191
2025 Q3	$105K	Hold	553	–	–	0.02%	185
2025 Q2	$96.6K	Hold	553	–	–	0.02%	172
2025 Q1	$91.8K	Hold	553	–	–	0.02%	169
2024 Q4	$100K	Hold	553	–	–	0.01%	160
2024 Q3	$101K	Hold	553	–	–	0.01%	150
2024 Q2	$84.3K	Hold	553	–	–	0.01%	157
2024 Q1	$91.7K	Hold	553	–	–	0.01%	152
2023 Q4	$89.6K	Buy	+553	New	+$83.6K	0.02%	155

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

Security National Bank's FSV Position: Q2 2026 in Review

Security National Bank held its FirstService (FSV) position steady in Q2 2026 at 553 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #209.

Security National Bank first reported a position in FSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $105K in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Security National Bank held 553 shares of FirstService worth $78.6K as of Q2 2026.
Security National Bank left its FirstService share count unchanged in Q2 2026.
FirstService made up 0.01% of Security National Bank's portfolio in Q2 2026, its #209 holding.
Security National Bank first reported a position in FirstService in Q4 2023 and has held it in 11 quarters since.
Security National Bank's FirstService position peaked at $105K in Q3 2025.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.