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Spire Wealth Management’s FirstService FSV Stock Holding History

Spire Wealth 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
Q2 		– Sell
-85
Closed -$11.8K – 2287
2026
Q1 		$11.8K Hold
85
– – ﹤0.01% 1568
2025
Q4 		$13.2K Sell
85
-315
-79% -$51.3K ﹤0.01% 1626
2025
Q3 		$76.2K Buy
400
+300
+300% +$58K ﹤0.01% 1097
2025
Q2 		$17.5K Sell
100
-443
-82% -$76.7K ﹤0.01% 1559
2025
Q1 		$90.1K Buy
543
+186
+52% +$32.6K ﹤0.01% 1073
2024
Q4 		$64.6K Hold
357
– – ﹤0.01% 1187
2024
Q3 		$65.1K Hold
357
– – ﹤0.01% 1052
2024
Q2 		$54.4K Sell
357
-100
-22% -$15.1K ﹤0.01% 1084
2024
Q1 		$75.8K Buy
457
+214
+88% +$35.3K ﹤0.01% 1082
2023
Q4 		$39.9K Buy
+243
New +$36.7K ﹤0.01% 1283

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Spire Wealth Management's FSV Position: Q2 2026 in Review

Spire Wealth Management sold out of FirstService (FSV) in Q2 2026, closing a stake of 85 shares — an estimated $11.8K sold.

Spire Wealth Management first reported a position in FSV in Q4 2023 and held it in 10 quarters. The position peaked at $90.1K in Q1 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Spire Wealth Management reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 85 FirstService shares in Q2 2026, an estimated $11.8K.
  • Spire Wealth Management first reported a position in FirstService in Q4 2023 and held it in 10 quarters.
  • Spire Wealth Management's FirstService position peaked at $90.1K in Q1 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.