Fiera Capital Corp Investment Activity: Significant Purchases & Sales Observed in Q2 2026

For the period ending June 30, 2026, Fiera Capital Corp, a prominent investment firm, saw substantial shifts in its portfolio holdings. The analysis of their changed_holdings data reveals both strategic additions and disposals during this quarter.

Notable Purchases: Fiera Capital demonstrated significant buying activity in several stocks this quarter. A major increase was observed in Amazon.com Inc (AMZN), where the holding count surged by 101.89%. Similarly, there were substantial acquisitions in Toronto Dominion Bank (TD), with a share increase of 442.21%, and in KLA Corp (KLAC), which saw its stake grow by an impressive 2971.19%. These significant purchases suggest confidence in these companies' prospects.

Other noteworthy additions include a large increase in Costar Group Inc (CSGP), with shares rising by 225.27%, and continued strong interest in the Technology sector leader Taiwan Semiconductor Manufacturing Co Ltd (TSM) despite a slight decrease (-35.22%) from the previous period, indicating persistent focus on this area.

Significant Sales: The investor also disposed of considerable positions during Q2 2026. Shares in Microsoft Corp (MSFT) decreased by -20.45%, while those in Alphabet Inc (GOOGL) fell by a substantial -20.4%. Additionally, holdings of Moodys Corp (MCO), Mastercard Incorporated (MA), and Rogers Communications Inc (RCI) all experienced significant reductions (-35.22%, -8.88%, -14.08% respectively).

Furthermore, Fiera Capital exited positions in several other holdings including Ideaya Biosciences Inc (IDYA), Copart Inc (CPRT), and HDFC Bank Ltd (HDB). The sale of HDB saw its shares decrease by -51.86%, highlighting a major shift away from that position.

Overall, the portfolio exhibited considerable turnover this quarter, with many holdings showing significant changes in weight or being exited entirely. While there were notable additions to positions like Amazon and KLA Corp, substantial reductions occurred across several Technology and Financial Services names as well as exits in other sectors.