Steward Partners Investment Advisory’s FirstService FSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $298K | Buy |
2,100
+39
| +2% | +$5.41K | ﹤0.01% | 2005 |
|
|
2026
Q1 | $286K | Buy |
2,061
+2
| +0.1% | +$305 | ﹤0.01% | 1818 |
|
|
2025
Q4 | $320K | Sell |
2,059
-9
| -0.4% | -$1.46K | ﹤0.01% | 1672 |
|
|
2025
Q3 | $394K | Buy |
2,068
+256
| +14% | +$49.5K | ﹤0.01% | 1505 |
|
|
2025
Q2 | $316K | Buy |
1,812
+11
| +0.6% | +$1.91K | ﹤0.01% | 1531 |
|
|
2025
Q1 | $299K | Buy |
1,801
+1
| +0.1% | +$175 | ﹤0.01% | 1451 |
|
|
2024
Q4 | $326K | Buy |
1,800
+47
| +3% | +$8.79K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $320K | Buy |
1,753
+2
| +0.1% | +$344 | ﹤0.01% | 1302 |
|
|
2024
Q2 | $267K | Sell |
1,751
-862
| -33% | -$130K | ﹤0.01% | 1319 |
|
|
2024
Q1 | $433K | Buy |
2,613
+1
| +0% | +$165 | ﹤0.01% | 1114 |
|
|
2023
Q4 | $423K | Buy |
2,612
+2
| +0.1% | +$302 | 0.01% | 1068 |
|
|
2023
Q3 | $380K | Buy |
2,610
+1
| +0% | +$153 | 0.01% | 1028 |
|
|
2023
Q2 | $402K | Buy |
2,609
+2
| +0.1% | +$291 | 0.01% | 1010 |
|
|
2023
Q1 | $368K | Buy |
2,607
+1
| +0% | +$138 | 0.01% | 1038 |
|
|
2022
Q4 | $319K | Buy |
2,606
+1
| +0% | +$124 | 0.01% | 1060 |
|
|
2022
Q3 | $310K | Buy |
2,605
+2
| +0.1% | +$255 | 0.01% | 1022 |
|
|
2022
Q2 | $316K | Buy |
2,603
+1
| +0% | +$126 | 0.01% | 1014 |
|
|
2022
Q1 | $377K | Buy |
2,602
+1
| +0% | +$152 | 0.01% | 1028 |
|
|
2021
Q4 | $512K | Buy |
2,601
+1
| +0% | +$193 | 0.01% | 928 |
|
|
2021
Q3 | $469K | Buy |
2,600
+1
| +0% | +$185 | 0.01% | 928 |
|
|
2021
Q2 | $446K | Buy |
2,599
+1
| +0% | +$164 | 0.01% | 980 |
|
|
2021
Q1 | $386K | Sell |
2,598
-13
| -0.5% | -$1.89K | 0.01% | 987 |
|
|
2020
Q4 | $357K | Buy |
2,611
+15
| +0.6% | +$2.02K | 0.01% | 856 |
|
|
2020
Q3 | $342K | Buy |
2,596
+1
| +0% | +$118 | 0.01% | 773 |
|
|
2020
Q2 | $261K | Sell |
2,595
-1,597
| -38% | -$142K | 0.01% | 797 |
|
|
2020
Q1 | $323K | Buy |
4,192
+1
| +0% | +$96 | 0.01% | 662 |
|
|
2019
Q4 | $389K | Buy |
4,191
+1
| +0% | +$94 | 0.01% | 690 |
|
|
2019
Q3 | $429K | Buy |
4,190
+1
| +0% | +$102 | 0.01% | 626 |
|
|
2019
Q2 | $402K | Buy |
+4,189
| New | +$379K | 0.01% | 612 |
|
|
2019
Q1 | – | Sell |
-4,191
| Closed | -$287K | – | 806 |
|
|
2018
Q4 | $287K | Hold |
4,191
| – | – | 0.01% | 614 |
|
|
2018
Q3 | $354K | Buy |
+4,191
| New | +$348K | 0.02% | 583 |
|
|
2018
Q2 | – | Sell |
-4,191
| Closed | -$307K | – | 2478 |
|
|
2018
Q1 | $307K | Buy |
+4,191
| New | +$290K | 0.02% | 528 |
|
Other funds holding FSV
OAG
JT
CCA
Steward Partners Investment Advisory's FSV Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its FirstService (FSV) stake by 1.9% in Q2 2026, buying an estimated $5.41K and bringing the position to 2,100 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #2005.
Steward Partners Investment Advisory first reported a position in FSV in Q1 2018 and has held it in 32 quarters since. The position peaked at $512K in Q4 2021. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.
- Steward Partners Investment Advisory held 2,100 shares of FirstService worth $298K as of Q2 2026.
- Steward Partners Investment Advisory bought 39 FirstService shares in Q2 2026, an estimated $5.41K.
- FirstService made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2005 holding.
- Steward Partners Investment Advisory first reported a position in FirstService in Q1 2018 and has held it in 32 quarters since.
- Steward Partners Investment Advisory's FirstService position peaked at $512K in Q4 2021.
- 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.