ZWJ Investment Counsel’s FirstService FSV Stock Holding History

ZWJ Investment Counsel’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	$398K	Buy	+2,801	New	+$389K	0.01%	188

Other funds holding FSV

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

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

ZWJ Investment Counsel's FSV Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in FirstService (FSV) in Q2 2026: 2,801 shares worth $398K. The stake represents 0.01% of the portfolio and ranks #188 among its holdings.

22 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

ZWJ Investment Counsel held 2,801 shares of FirstService worth $398K as of Q2 2026.
FirstService was a new ZWJ Investment Counsel position in Q2 2026.
FirstService made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #188 holding.
22 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.