Financiere des Professionnels’s FirstService FSV Stock Holding History

Financiere des Professionnels’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	–	Sell	-5,031	Closed	-$835K	–	387
2025 Q1	$835K	Sell	5,031 -154	-3%	-$27K	0.05%	131
2024 Q4	$939K	Sell	5,185 -5,819	-53%	-$1.09M	0.07%	130
2024 Q3	$2.01M	Sell	11,004 -1,566	-12%	-$269K	0.14%	116
2024 Q2	$1.94M	Buy	12,570 +688	+6%	+$104K	0.15%	120
2024 Q1	$1.97M	Sell	11,882 -244	-2%	-$40.3K	0.16%	111
2023 Q4	$1.97M	Sell	12,126 -1,946	-14%	-$294K	0.17%	113
2023 Q3	$2.05M	Buy	+14,072	New	+$2.15M	0.2%	109

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

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

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

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

OAG

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

CCA

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Financiere des Professionnels's FSV Position: Q2 2025 in Review

Financiere des Professionnels sold out of FirstService (FSV) in Q2 2025, closing a stake of 5,031 shares — an estimated $835K sold.

Financiere des Professionnels first reported a position in FSV in Q3 2023 and held it in 7 quarters. The position peaked at $2.05M in Q3 2023. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

Financiere des Professionnels reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
Financiere des Professionnels sold 5,031 FirstService shares in Q2 2025, an estimated $835K.
Financiere des Professionnels first reported a position in FirstService in Q3 2023 and held it in 7 quarters.
Financiere des Professionnels's FirstService position peaked at $2.05M in Q3 2023.
322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Financiere des Professionnels's 13F filing for Q2 2025, filed 9 Jul 2025.