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Laird Norton Wetherby Trust Company’s FirstService FSV Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$384K Sell
2,760
-38
-1% -$5.79K 0.01% 782
2025
Q4 		$436K Buy
+2,798
New +$455K 0.01% 758

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Trust Company's FSV Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its FirstService (FSV) stake by 1.4% in Q1 2026, selling an estimated $5.79K and leaving 2,760 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #782.

Laird Norton Wetherby Trust Company first reported a position in FSV in Q4 2025 and has held it in 2 quarters since. The position peaked at $436K in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 2,760 shares of FirstService worth $384K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 38 FirstService shares in Q1 2026, an estimated $5.79K.
  • FirstService made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #782 holding.
  • Laird Norton Wetherby Trust Company first reported a position in FirstService in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's FirstService position peaked at $436K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.