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Vestmark Advisory Solutions’s FirstService FSV Stock Holding History

Vestmark Advisory Solutions’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 		– Sell
-2,325
Closed -$323K – 1490
2026
Q1 		$323K Sell
2,325
-123
-5% -$18.7K ﹤0.01% 1161
2025
Q4 		$381K Buy
2,448
+1,361
+125% +$221K 0.01% 1052
2025
Q3 		$207K Buy
+1,087
New +$210K ﹤0.01% 880

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

Vestmark Advisory Solutions's FSV Position: Q2 2026 in Review

Vestmark Advisory Solutions sold out of FirstService (FSV) in Q2 2026, closing a stake of 2,325 shares — an estimated $323K sold.

Vestmark Advisory Solutions first reported a position in FSV in Q3 2025 and held it in 3 quarters. The position peaked at $381K in Q4 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Vestmark Advisory Solutions reported no remaining FirstService position as of Q2 2026 after selling out during the quarter.
  • Vestmark Advisory Solutions sold 2,325 FirstService shares in Q2 2026, an estimated $323K.
  • Vestmark Advisory Solutions first reported a position in FirstService in Q3 2025 and held it in 3 quarters.
  • Vestmark Advisory Solutions's FirstService position peaked at $381K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.