Evergreen Capital Management’s FirstService FSV Stock Holding History

Evergreen Capital 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 Q4	–	Sell	-1,371	Closed	-$262K	–	1454
2025 Q3	$262K	Sell	1,371 -91	-6%	-$17.6K	0.01%	1072
2025 Q2	$256K	Buy	1,462 +77	+6%	+$13.3K	0.01%	874
2025 Q1	$230K	Sell	1,385 -23	-2%	-$4.03K	0.01%	910
2024 Q4	$255K	Buy	1,408 +94	+7%	+$17.6K	0.01%	822
2024 Q3	$240K	Buy	+1,314	New	+$226K	0.01%	834
2022 Q1	–	Sell	-1,096	Closed	-$215K	–	668
2021 Q4	$215K	Buy	+1,096	New	+$212K	0.01%	578

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Evergreen Capital Management's FSV Position: Q4 2025 in Review

Evergreen Capital Management sold out of FirstService (FSV) in Q4 2025, closing a stake of 1,371 shares — an estimated $262K sold.

Evergreen Capital Management first reported a position in FSV in Q4 2021 and held it in 6 quarters. The position peaked at $262K in Q3 2025. 307 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Evergreen Capital Management reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Evergreen Capital Management sold 1,371 FirstService shares in Q4 2025, an estimated $262K.
Evergreen Capital Management first reported a position in FirstService in Q4 2021 and held it in 6 quarters.
Evergreen Capital Management's FirstService position peaked at $262K in Q3 2025.
307 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.