Fiera Capital Corp

CIK 0001505817 · Q1 2026

13F Equity AUM

$29.2B

-7.3% QoQ

Positions

412

-5 QoQ

AUM Rank

#319

Top 3%

Skill Alpha (FF)

+0.2%/yr^ns

No Clear Edge

Rank #2,153 · Top 26%

vs S&P -2.9%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 22.4%Top 10: 35.3%Top 20: 51.5%

TSM6.0%

GOOGL5.5%

MSFT4.2%

DUT3.5%

MA3.2%

AZO3.0%

CME2.7%

TJX2.6%

RY2.3%

CNR2.2%

Others (402)64.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services20.4%

Technology18.3%

Industrials15.7%

Consumer Cyclical12.6%

Healthcare9.3%

Communication Services7.7%

Energy4.6%

Basic Materials4.3%

Other7.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 412Median: 0.05%Avg: 0.24%

0–0.5%

368(28.5%)

0.5–1%

17(11.6%)

1–3%

21(34.5%)

3–5%

4(13.9%)

5%+

2(11.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 407Unique: 5vs 20 funds

5.6%Low

412

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

7.7%

BANK OF AMERICA CORP /DE/

8.2%

JPMORGAN CHASE & CO

6.9%

BlackRock, Inc.

8.1%

FMR LLC

10.9%

GEODE CAPITAL MANAGEMENT, LLC

7.8%

VANGUARD CAPITAL MANAGEMENT LLC

7.9%

STATE STREET CORP

7.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New41Increased166Decreased170Exited46

New Positions

SUNBELT RENTALS HOLD…0.3%

+1.2M

RACE0.1%

+133K

CIT0.1%

+233K

TERN0.1%

+711K

AM0.1%

+1.6M

PIPER SANDLER COMPAN…0.1%

+446K

INTU0.1%

+76K

DYN0.1%

+1.4M

GILD0.1%

+187K

MRK0.1%

+203K

Increased

CRC0.7%

+3.1M(+243%)

SU0.8%

+2.0M(+147%)

LIE0.5%

+1.6M(+240%)

CAE0.2%

+1.3M(+136%)

PRCT0.1%

+691K(+250%)

SHOP0.3%

+595K(+4250%)

CHWY0.2%

+573K(+28%)

SF0.3%

+421K(+52%)

TD0.2%

+359K(+280%)

SLB0.1%

+357K(+5643%)

Decreased

HDB0.3%

-5,630,829(-66%)

ORCL0.0%

-2,551,754(-99%)

T0.7%

-1,107,042(-6%)

TSM6.0%

-813,364(-14%)

FTDR0.1%

-577,306(-61%)

DSG0.2%

-534,023(-39%)

BMO1.6%

-494,978(-12%)

GOOGL5.5%

-467,132(-8%)

RBA1.2%

-465,924(-11%)

CNR2.2%

-457,072(-7%)

Exited

-256,465

-228,076

-160,603

-273,530

-108,167

-968,800

-412,867

-349,922

CIGI

-88,208

EFX

-536,529

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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