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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
Q2 		$377K Sell
2,648
-112
-4% -$15.5K 0.01% 801
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 $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Laird Norton Wetherby Trust Company's FSV Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company reduced its FirstService (FSV) stake by 4.1% in Q2 2026, selling an estimated $15.5K and leaving 2,648 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #801.

Laird Norton Wetherby Trust Company first reported a position in FSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 2,648 shares of FirstService worth $377K as of Q2 2026.
  • Laird Norton Wetherby Trust Company sold 112 FirstService shares in Q2 2026, an estimated $15.5K.
  • FirstService made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #801 holding.
  • Laird Norton Wetherby Trust Company first reported a position in FirstService in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's FirstService position peaked at $436K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.