MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd FSV — FIRST SERVICE CORP

Ownership history in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd  ·  21 quarters on record

AI Ownership Summary

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported FIRST SERVICE CORP (FSV) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.33% in 2026 Q2. The latest visible filing shows FSV at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's position in FIRST SERVICE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FSV was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSV stock page MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd fund profile MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd full holdings
How MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd held FSV — position size vs. price
% of Fund (quarterly)    FSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 66,993 +2,327 +3.6% 1.33% $14K 2026-07-24 $137.46
2026 Q1 ADDED — — — 64,666 +17,768 +37.9% 0.97% $9K 2026-05-13 $128.85
2025 Q4 ADDED — — — 46,898 +5,818 +14.2% 0.85% $10.0M 2026-01-30 $154.58
2025 Q3 REDUCED 5.5% -17.9% ✅ 41,080 -2,390 -5.5% 0.87% $7.8M 2025-11-14 $155.17
2025 Q2 ADDED — — — 43,470 +3,011 +7.4% 0.84% $7.6M 2025-07-25 $198.56
2025 Q1 REDUCED — — — 40,459 -1,208 -2.9% 0.85% $6.7M 2025-05-06 $171.37
2024 Q4 ADDED — — — 41,667 +3,934 +10.4% 0.91% $7.5M 2025-02-04 $179.69
2024 Q3 UNCHANGED — — — 37,733 — 0% 0.75% $6.9M 2024-10-28 $186.04
2024 Q2 UNCHANGED — — — 37,733 — 0% 0.70% $5.7M 2024-07-24 $161.53
2024 Q1 REDUCED — — — 37,733 -1,915 -4.8% 0.74% $6.2M 2024-05-07 $148.50
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FSV

As of 2026 Q2 — sorted by position size

Conestoga Capital Advisors, LLC 3Y 7Y 3.76% JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 3.3% Catawba River Capital 3Y 3.19% Baskin Financial Services Inc. 3Y 7Y 2.75% Summit Creek Advisors LLC 3Y 7Y 2.38% NICOLA WEALTH MANAGEMENT LTD. 3Y 7Y 1.62% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 1.35% Copeland Capital Management, LLC 3Y 7Y 1.02% LOUISBOURG INVESTMENTS INC. 0.82% JCIC Asset Management Inc. 3Y 7Y 0.76%

FAQ About MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd and FSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported owning FSV?

MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported FSV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FSV position in MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's portfolio?

The largest reported portfolio weight for FSV was 1.33% in 2026 Q2.

What is the latest reported FSV position on this page?

The most recent filing on this page is 2026 Q2, when MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd reported 66,993 shares, equal to 1.33% of portfolio, with an estimated market value of $14K.

What does the chart on this FSV ownership page compare?

The chart compares MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd's quarterly FSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd time their FSV position?

Based on 13F filing dates vs. subsequent FSV price moves, MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd correctly timed 7 out of 16 reported position changes (44%). The annualised alpha on FSV relative to SPY over the holding period was -16.1%.

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