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Congress Wealth Management’s FirstService FSV Stock Holding History

Congress Wealth Management’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
Q1 		– Sell
-1,284
Closed -$232K – 1085
2024
Q4 		$232K Sell
1,284
-202
-14% -$37.8K ﹤0.01% 822
2024
Q3 		$271K Buy
+1,486
New +$255K ﹤0.01% 753

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Congress Wealth Management's FSV Position: Q1 2025 in Review

Congress Wealth Management sold out of FirstService (FSV) in Q1 2025, closing a stake of 1,284 shares — an estimated $232K sold.

Congress Wealth Management first reported a position in FSV in Q3 2024 and held it in 2 quarters. The position peaked at $271K in Q3 2024. 315 funds tracked by Wall St. Rank hold FSV as of Q1 2025.

  • Congress Wealth Management reported no remaining FirstService position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 1,284 FirstService shares in Q1 2025, an estimated $232K.
  • Congress Wealth Management first reported a position in FirstService in Q3 2024 and held it in 2 quarters.
  • Congress Wealth Management's FirstService position peaked at $271K in Q3 2024.
  • 315 funds tracked by Wall St. Rank held FirstService as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.