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 Q2	$2.4M	Sell	16,913 -1,571	-8%	-$218K	﹤0.01%	1951
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 $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

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 New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

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

Stifel Financial's FSV Position: Q2 2026 in Review

Stifel Financial reduced its FirstService (FSV) stake by 8.5% in Q2 2026, selling an estimated $218K and leaving 16,913 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Stifel Financial first reported a position in FSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.85M in Q3 2024. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Stifel Financial held 16,913 shares of FirstService worth $2.4M as of Q2 2026.
Stifel Financial sold 1,571 FirstService shares in Q2 2026, an estimated $218K.
FirstService made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1951 holding.
Stifel Financial first reported a position in FirstService in Q4 2023 and has held it in 11 quarters since.
Stifel Financial's FirstService position peaked at $3.85M in Q3 2024.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.