Stifel Financial’s FirstService FSV Stock Holding History

Stifel Financial’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	$2.57M	Sell	18,484 -409	-2%	-$62.3K	﹤0.01%	1781
2025 Q4	$2.94M	Buy	18,893 +1,165	+7%	+$190K	﹤0.01%	1663
2025 Q3	$3.38M	Sell	17,728 -1,225	-6%	-$237K	﹤0.01%	1526
2025 Q2	$3.31M	Sell	18,953 -1,120	-6%	-$194K	﹤0.01%	1491
2025 Q1	$3.33M	Sell	20,073 -1,132	-5%	-$198K	﹤0.01%	1417
2024 Q4	$3.84M	Buy	21,205 +102	+0.5%	+$19.1K	﹤0.01%	1352
2024 Q3	$3.85M	Buy	21,103 +8,348	+65%	+$1.43M	﹤0.01%	1349
2024 Q2	$1.94M	Buy	12,755 +8,943	+235%	+$1.35M	﹤0.01%	1744
2024 Q1	$632K	Buy	3,812 +2,478	+186%	+$409K	﹤0.01%	2471
2023 Q4	$216K	Buy	+1,334	New	+$202K	﹤0.01%	3028

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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 Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stifel Financial's FSV Position: Q1 2026 in Review

Stifel Financial reduced its FirstService (FSV) stake by 2.2% in Q1 2026, selling an estimated $62.3K and leaving 18,484 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Stifel Financial first reported a position in FSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.85M in Q3 2024. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

Stifel Financial held 18,484 shares of FirstService worth $2.57M as of Q1 2026.
Stifel Financial sold 409 FirstService shares in Q1 2026, an estimated $62.3K.
FirstService made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1781 holding.
Stifel Financial first reported a position in FirstService in Q4 2023 and has held it in 10 quarters since.
Stifel Financial's FirstService position peaked at $3.85M in Q3 2024.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.