Swiss Life Asset Management’s FirstService FSV Stock Holding History

Swiss Life Asset Management’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	$1.04M	Buy	7,325 +945	+15%	+$131K	﹤0.01%	689
2026 Q1	$887K	Buy	6,380 +728	+13%	+$111K	﹤0.01%	678
2025 Q4	$879K	Buy	5,652 +471	+9%	+$76.6K	﹤0.01%	670
2025 Q3	$989K	Buy	5,181 +839	+19%	+$162K	0.01%	627
2025 Q2	$758K	Buy	4,342 +139	+3%	+$24.1K	﹤0.01%	640
2025 Q1	$697K	Sell	4,203 -5,357	-56%	-$939K	0.01%	645
2024 Q4	$1.73M	Buy	+9,560	New	+$1.79M	0.01%	497
2021 Q3	–	Sell	-5,593	Closed	-$960K	–	558
2021 Q2	$960K	Sell	5,593 -647	-10%	-$106K	0.01%	479
2021 Q1	$926K	Buy	6,240 +1,038	+20%	+$151K	0.01%	449
2020 Q4	$711K	Buy	+5,202	New	+$701K	0.01%	459

Other funds holding FSV

CCA

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $3.31B AUM

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Swiss Life Asset Management's FSV Position: Q2 2026 in Review

Swiss Life Asset Management increased its FirstService (FSV) stake by 15% in Q2 2026, buying an estimated $131K and bringing the position to 7,325 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Swiss Life Asset Management first reported a position in FSV in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2024. 164 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Swiss Life Asset Management held 7,325 shares of FirstService worth $1.04M as of Q2 2026.
Swiss Life Asset Management bought 945 FirstService shares in Q2 2026, an estimated $131K.
FirstService made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #689 holding.
Swiss Life Asset Management first reported a position in FirstService in Q4 2020 and has held it in 10 quarters since.
Swiss Life Asset Management's FirstService position peaked at $1.73M in Q4 2024.
164 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.