TD Private Client Wealth’s FirstService FSV Stock Holding History

TD Private Client Wealth’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	$11.1K	Buy	78 +50	+179%	+$6.94K	﹤0.01%	1116
2026 Q1	$3.89K	Buy	28 +6	+27%	+$914	﹤0.01%	1204
2025 Q4	$3.42K	Buy	22 +4	+22%	+$651	﹤0.01%	1203
2025 Q3	$3.43K	Hold	18	–	–	﹤0.01%	1189
2025 Q2	$3.14K	Buy	+18	New	+$3.12K	﹤0.01%	1167
2025 Q1	–	Sell	-9	Closed	-$1.63K	–	1443
2024 Q4	$1.63K	Buy	9 +2	+29%	+$374	﹤0.01%	1210
2024 Q3	$1.28K	Buy	+7	New	+$1.2K	﹤0.01%	1220

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

TD Private Client Wealth's FSV Position: Q2 2026 in Review

TD Private Client Wealth increased its FirstService (FSV) stake by 179% in Q2 2026, buying an estimated $6.94K and bringing the position to 78 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

TD Private Client Wealth first reported a position in FSV in Q3 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

TD Private Client Wealth held 78 shares of FirstService worth $11.1K as of Q2 2026.
TD Private Client Wealth bought 50 FirstService shares in Q2 2026, an estimated $6.94K.
FirstService made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1116 holding.
TD Private Client Wealth first reported a position in FirstService in Q3 2024 and has held it in 7 quarters since.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.