Fiduciary Family Office’s FirstService FSV Stock Holding History

Fiduciary Family Office’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 Q3	–	Sell	-1,269	Closed	-$222K	–	193
2025 Q2	$222K	Buy	+1,269	New	+$220K	0.07%	176
2024 Q3	–	Sell	-4,284	Closed	-$653K	–	208
2024 Q2	$653K	Buy	4,284 +1,290	+43%	+$195K	0.26%	102
2024 Q1	$496K	Buy	2,994 +424	+16%	+$70K	0.19%	135
2023 Q4	$417K	Buy	+2,570	New	+$389K	0.18%	138

Other funds holding FSV

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fiduciary Family Office's FSV Position: Q3 2025 in Review

Fiduciary Family Office sold out of FirstService (FSV) in Q3 2025, closing a stake of 1,269 shares — an estimated $222K sold.

Fiduciary Family Office first reported a position in FSV in Q4 2023 and held it in 4 quarters. The position peaked at $653K in Q2 2024. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

Fiduciary Family Office reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
Fiduciary Family Office sold 1,269 FirstService shares in Q3 2025, an estimated $222K.
Fiduciary Family Office first reported a position in FirstService in Q4 2023 and held it in 4 quarters.
Fiduciary Family Office's FirstService position peaked at $653K in Q2 2024.
321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Fiduciary Family Office's 13F filing for Q3 2025, filed 29 Oct 2025.