Simplex Trading
FSV icon

Simplex Trading’s FirstService FSV Stock Holding History

Simplex Trading’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
2023
Q2 		– Sell
-500
Closed -$70K – 9285
2023
Q1 		$70K Buy
500
+400
+400% +$55.1K ﹤0.01% 5541
2022
Q4 		$12K Sell
100
-1,300
-93% -$161K ﹤0.01% 7360
2022
Q3 		$166K Buy
1,400
+1,100
+367% +$141K ﹤0.01% 4864
2022
Q2 		$36K Buy
+300
New +$37.8K ﹤0.01% 6912

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Simplex Trading's FSV Position: Q1 2026 in Review

Simplex Trading reduced its FirstService (FSV) stake by 99% in Q1 2026, selling an estimated $136K and leaving 11 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #8468.

Simplex Trading first reported a position in FSV in Q4 2021 and has held it in 7 quarters since. The position peaked at $140K in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Simplex Trading held 11 shares of FirstService worth $1.53K as of Q1 2026.
  • Simplex Trading sold 892 FirstService shares in Q1 2026, an estimated $136K.
  • FirstService made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #8468 holding.
  • Simplex Trading first reported a position in FirstService in Q4 2021 and has held it in 7 quarters since.
  • Simplex Trading's FirstService position peaked at $140K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.