FFA
FSV icon

Farther Finance Advisors’s FirstService FSV Stock Holding History

Farther Finance Advisors’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
2026
Q3 		$292K Sell
2,284
-938
-29% -$131K ﹤0.01% 2002
2026
Q2 		$458K Sell
3,222
-50
-2% -$6.94K ﹤0.01% 1625
2026
Q1 		$452K Sell
3,272
-532
-14% -$81K ﹤0.01% 1471
2025
Q4 		$592K Buy
3,804
+252
+7% +$41K 0.01% 1193
2025
Q3 		$677K Sell
3,552
-82
-2% -$15.9K 0.01% 922
2025
Q2 		$635K Buy
3,634
+14
+0.4% +$2.42K 0.01% 796
2025
Q1 		$610K Sell
3,620
-277
-7% -$48.5K 0.02% 696
2024
Q4 		$705K Sell
3,897
-326
-8% -$60.9K 0.03% 481
2024
Q3 		$771K Sell
4,223
-477
-10% -$82K 0.03% 432
2024
Q2 		$715K Sell
4,700
-116
-2% -$17.5K 0.03% 374
2024
Q1 		$794K Sell
4,816
-3,980
-45% -$657K 0.05% 294
2023
Q4 		$1.43M Buy
8,796
+7,345
+506% +$1.11M 0.1% 184
2023
Q3 		$211K Buy
+1,451
New +$222K 0.03% 371

Other funds holding FSV

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's FSV Position: Q3 2026 in Review

Farther Finance Advisors reduced its FirstService (FSV) stake by 29% in Q3 2026, selling an estimated $131K and leaving 2,284 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

Farther Finance Advisors first reported a position in FSV in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q4 2023. 6 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Farther Finance Advisors held 2,284 shares of FirstService worth $292K as of Q3 2026.
  • Farther Finance Advisors sold 938 FirstService shares in Q3 2026, an estimated $131K.
  • FirstService made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2002 holding.
  • Farther Finance Advisors first reported a position in FirstService in Q3 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's FirstService position peaked at $1.43M in Q4 2023.
  • 6 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.