First Horizon Advisors’s FirstService FSV Stock Holding History

First Horizon 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
2025 Q2	$99.2K	Buy	568 +15	+3%	+$2.6K	﹤0.01%	717
2025 Q1	$91.8K	Hold	553	–	–	﹤0.01%	700
2024 Q4	$100K	Buy	553 +15	+3%	+$2.8K	﹤0.01%	695
2024 Q3	$98.2K	Buy	538 +50	+10%	+$8.6K	﹤0.01%	730
2024 Q2	$74.4K	Buy	488 +141	+41%	+$21.3K	﹤0.01%	767
2024 Q1	$57.5K	Sell	347 -12	-3%	-$1.98K	﹤0.01%	887
2023 Q4	$58.2K	Buy	359 +48	+15%	+$7.26K	﹤0.01%	853
2023 Q3	$45.3K	Buy	311 +5	+2%	+$764	﹤0.01%	895
2023 Q2	$47.2K	Hold	306	–	–	﹤0.01%	912
2023 Q1	$43.1K	Buy	306 +27	+10%	+$3.72K	﹤0.01%	942
2022 Q4	$34.2K	Sell	279 -160	-36%	-$19.8K	﹤0.01%	1030
2022 Q3	$52K	Buy	439 +244	+125%	+$31.2K	﹤0.01%	828
2022 Q2	$23K	Sell	195 -41	-17%	-$5.17K	﹤0.01%	1236
2022 Q1	$34K	Buy	236 +186	+372%	+$28.3K	﹤0.01%	742
2021 Q4	$9K	Hold	50	–	–	﹤0.01%	1552
2021 Q3	$9K	Hold	50	–	–	﹤0.01%	1565
2021 Q2	$8K	Hold	50	–	–	﹤0.01%	1401
2021 Q1	$7K	Hold	50	–	–	﹤0.01%	1386
2020 Q4	$6K	Sell	50 -15	-23%	-$2.02K	﹤0.01%	1174
2020 Q3	$8K	Buy	+65	New	+$7.67K	﹤0.01%	1055
2019 Q3	–	Sell	-175	Closed	-$17K	–	1565
2019 Q2	$17K	Sell	175 -130	-43%	-$11.8K	﹤0.01%	918
2019 Q1	$27K	Hold	305	–	–	﹤0.01%	713
2018 Q4	$21K	Hold	305	–	–	﹤0.01%	774
2018 Q3	$26K	Hold	305	–	–	﹤0.01%	786
2018 Q2	$23K	Hold	305	–	–	﹤0.01%	850
2018 Q1	$22K	Hold	305	–	–	﹤0.01%	767
2017 Q4	$21K	Hold	305	–	–	﹤0.01%	806
2017 Q3	$20K	Hold	305	–	–	﹤0.01%	785
2017 Q2	$20K	Hold	305	–	–	﹤0.01%	783
2017 Q1	$18K	Hold	305	–	–	﹤0.01%	843
2016 Q4	$14K	Hold	305	–	–	﹤0.01%	899
2016 Q3	$14K	Buy	+305	New	+$14.6K	﹤0.01%	893

Other funds holding FSV

DCP

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

CCA

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

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

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

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

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

First Horizon Advisors's FSV Position: Q2 2025 in Review

First Horizon Advisors increased its FirstService (FSV) stake by 2.7% in Q2 2025, buying an estimated $2.6K and bringing the position to 568 shares worth $99.2K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

First Horizon Advisors first reported a position in FSV in Q3 2016 and has held it in 32 quarters since. The position peaked at $100K in Q4 2024. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

First Horizon Advisors held 568 shares of FirstService worth $99.2K as of Q2 2025.
First Horizon Advisors bought 15 FirstService shares in Q2 2025, an estimated $2.6K.
FirstService made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #717 holding.
First Horizon Advisors first reported a position in FirstService in Q3 2016 and has held it in 32 quarters since.
First Horizon Advisors's FirstService position peaked at $100K in Q4 2024.
322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.