Hilltop National Bank’s FirstService FSV Stock Holding History

Hilltop National Bank’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 Q2	$292K	Buy	2,055 +81	+4%	+$11.2K	0.06%	197
2026 Q1	$274K	Buy	1,974 +631	+47%	+$96.1K	0.07%	201
2025 Q4	$209K	Hold	1,343	–	–	0.05%	220
2025 Q3	$256K	Sell	1,343 -61	-4%	-$11.8K	0.06%	201
2025 Q2	$245K	Buy	+1,404	New	+$243K	0.06%	196
2024 Q4	$191K	Sell	1,056 -71	-6%	-$13.3K	0.06%	205
2024 Q3	$206K	Sell	1,127 -70	-6%	-$12K	0.06%	196
2024 Q2	$182K	Buy	1,197 +50	+4%	+$7.55K	0.06%	206
2024 Q1	$190K	Buy	+1,147	New	+$189K	0.06%	205

Other funds holding FSV

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cromwell Holdings Jackson, Wyoming $223M AUM 44.02% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return