AAS
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Avantax Advisory Services’s FirstService FSV Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.11M Buy
6,370
+106
+2% +$18.4K 0.01% 1102
2025
Q1 		$1.04M Buy
6,264
+1,376
+28% +$241K 0.01% 1065
2024
Q4 		$885K Sell
4,888
-255
-5% -$47.7K 0.01% 1097
2024
Q3 		$938K Buy
5,143
+821
+19% +$141K 0.01% 1064
2024
Q2 		$659K Buy
+4,322
New +$653K ﹤0.01% 1199

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Advisory Services's FSV Position: Q2 2025 in Review

Avantax Advisory Services increased its FirstService (FSV) stake by 1.7% in Q2 2025, buying an estimated $18.4K and bringing the position to 6,370 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1102.

Avantax Advisory Services first reported a position in FSV in Q2 2024 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • Avantax Advisory Services held 6,370 shares of FirstService worth $1.11M as of Q2 2025.
  • Avantax Advisory Services bought 106 FirstService shares in Q2 2025, an estimated $18.4K.
  • FirstService made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1102 holding.
  • Avantax Advisory Services first reported a position in FirstService in Q2 2024 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.