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Steve Schonfeld’s FirstService FSV Stock Holding History

Steve Schonfeld’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 		$693K Buy
4,876
+1,936
+66% +$269K ﹤0.01% 1683
2026
Q1 		$408K Buy
2,940
+865
+42% +$132K ﹤0.01% 1468
2025
Q4 		$323K Sell
2,075
-3,972
-66% -$646K ﹤0.01% 1552
2025
Q3 		$1.15M Buy
6,047
+3,026
+100% +$585K 0.01% 1302
2025
Q2 		$528K Sell
3,021
-1,119
-27% -$194K ﹤0.01% 1524
2025
Q1 		$687K Sell
4,140
-2,860
-41% -$501K ﹤0.01% 1448
2024
Q4 		$1.27M Sell
7,000
-1,800
-20% -$337K 0.01% 1024
2024
Q3 		$1.61M Hold
8,800
– – 0.01% 983
2024
Q2 		$1.34M Buy
8,800
+7,000
+389% +$1.06M 0.01% 1075
2024
Q1 		$298K Buy
+1,800
New +$297K ﹤0.01% 1647
2023
Q3 		– Sell
-1,700
Closed -$262K – 1938
2023
Q2 		$262K Buy
+1,700
New +$247K ﹤0.01% 1442
2020
Q4 		– Sell
-9,652
Closed -$1.27M – 1662
2020
Q3 		$1.27M Buy
+9,652
New +$1.14M 0.02% 641

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

Steve Schonfeld's FSV Position: Q2 2026 in Review

Steve Schonfeld increased its FirstService (FSV) stake by 66% in Q2 2026, buying an estimated $269K and bringing the position to 4,876 shares worth $693K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Steve Schonfeld first reported a position in FSV in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.61M in Q3 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Steve Schonfeld held 4,876 shares of FirstService worth $693K as of Q2 2026.
  • Steve Schonfeld bought 1,936 FirstService shares in Q2 2026, an estimated $269K.
  • FirstService made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1683 holding.
  • Steve Schonfeld first reported a position in FirstService in Q3 2020 and has held it in 12 quarters since.
  • Steve Schonfeld's FirstService position peaked at $1.61M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.