Smartleaf Asset Management’s FirstService FSV Stock Holding History

Smartleaf Asset 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
2026 Q1	–	Sell	-117	Closed	-$18.2K	–	3564
2025 Q4	$18.2K	Sell	117 -495	-81%	-$80.5K	﹤0.01%	2079
2025 Q3	$116K	Sell	612 -332	-35%	-$64.2K	0.01%	981
2025 Q2	$163K	Sell	944 -41	-4%	-$7.1K	0.01%	654
2025 Q1	$164K	Buy	985 +2	+0.2%	+$350	0.02%	637
2024 Q4	$178K	Buy	983 +50	+5%	+$9.35K	0.02%	583
2024 Q3	$168K	Buy	933 +125	+15%	+$21.5K	0.02%	549
2024 Q2	$123K	Buy	808 +42	+5%	+$6.34K	0.02%	515
2024 Q1	$128K	Hold	766	–	–	0.02%	466
2023 Q4	$125K	Buy	+766	New	+$116K	0.03%	391

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Smartleaf Asset Management's FSV Position: Q1 2026 in Review

Smartleaf Asset Management sold out of FirstService (FSV) in Q1 2026, closing a stake of 117 shares — an estimated $18.2K sold.

Smartleaf Asset Management first reported a position in FSV in Q4 2023 and held it in 9 quarters. The position peaked at $178K in Q4 2024. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Smartleaf Asset Management reported no remaining FirstService position as of Q1 2026 after selling out during the quarter.
Smartleaf Asset Management sold 117 FirstService shares in Q1 2026, an estimated $18.2K.
Smartleaf Asset Management first reported a position in FirstService in Q4 2023 and held it in 9 quarters.
Smartleaf Asset Management's FirstService position peaked at $178K in Q4 2024.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.