WPG Advisers’s FirstService FSV Stock Holding History

WPG Advisers’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	$1.71K	Hold	12	–	–	﹤0.01%	1233
2026 Q1	$1.67K	Sell	12 -6	-33%	-$914	﹤0.01%	1135
2025 Q4	$2.8K	Hold	18	–	–	﹤0.01%	1041
2025 Q3	$3.43K	Hold	18	–	–	﹤0.01%	1009
2025 Q2	$3.14K	Sell	18 -8	-31%	-$1.39K	﹤0.01%	1011
2025 Q1	$4.32K	Buy	26 +21	+420%	+$3.68K	﹤0.01%	927
2024 Q4	$905	Buy	+5	New	+$935	﹤0.01%	1243

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

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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WPG Advisers's FSV Position: Q2 2026 in Review

WPG Advisers held its FirstService (FSV) position steady in Q2 2026 at 12 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

WPG Advisers first reported a position in FSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.32K in Q1 2025. 108 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

WPG Advisers held 12 shares of FirstService worth $1.71K as of Q2 2026.
WPG Advisers left its FirstService share count unchanged in Q2 2026.
FirstService made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1233 holding.
WPG Advisers first reported a position in FirstService in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's FirstService position peaked at $4.32K in Q1 2025.
108 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.