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Summitry LLC’s FirstService FSV Stock Holding History

Summitry LLC’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 		$381K Buy
2,684
+14
+0.5% +$1.94K 0.01% 197
2026
Q1 		$371K Buy
2,670
+827
+45% +$126K 0.01% 172
2025
Q4 		$287K Buy
1,843
+531
+40% +$86.4K 0.01% 187
2025
Q3 		$250K Buy
+1,312
New +$254K 0.01% 173

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

Summitry LLC's FSV Position: Q2 2026 in Review

Summitry LLC increased its FirstService (FSV) stake by 0.52% in Q2 2026, buying an estimated $1.94K and bringing the position to 2,684 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #197.

Summitry LLC first reported a position in FSV in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Summitry LLC held 2,684 shares of FirstService worth $381K as of Q2 2026.
  • Summitry LLC bought 14 FirstService shares in Q2 2026, an estimated $1.94K.
  • FirstService made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #197 holding.
  • Summitry LLC first reported a position in FirstService in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.