SFA
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Sequoia Financial Advisors’s FirstService FSV Stock Holding History

Sequoia Financial Advisors’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 		$220K Buy
+1,547
New +$215K ﹤0.01% 1911

Other funds holding FSV

MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Sequoia Financial Advisors's FSV Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in FirstService (FSV) in Q2 2026: 1,547 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1911 among its holdings.

33 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Sequoia Financial Advisors held 1,547 shares of FirstService worth $220K as of Q2 2026.
  • FirstService was a new Sequoia Financial Advisors position in Q2 2026.
  • FirstService made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1911 holding.
  • 33 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.