Lazard Asset Management’s FirstService FSV Stock Holding History

Lazard Asset Management’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 Q4	–	Sell	-25,290	Closed	-$4.82M	–	1939
2025 Q3	$4.82M	Buy	+25,290	New	+$4.89M	0.01%	588
2025 Q2	–	Sell	-4,258	Closed	-$706K	–	2376
2025 Q1	$706K	Buy	4,258 +644	+18%	+$113K	﹤0.01%	1322
2024 Q4	$654K	Buy	+3,614	New	+$676K	﹤0.01%	1289
2024 Q3	–	Sell	-1,673	Closed	-$254K	–	2329
2024 Q2	$254K	Buy	1,673 +1,149	+219%	+$174K	﹤0.01%	1480
2024 Q1	$86K	Sell	524 -240	-31%	-$39.6K	﹤0.01%	1585
2023 Q4	$123K	Buy	764 +5	+0.7%	+$756	﹤0.01%	1578
2023 Q3	$110K	Buy	759 +96	+14%	+$14.7K	﹤0.01%	1600
2023 Q2	$102K	Hold	663	–	–	﹤0.01%	1568
2023 Q1	$93K	Buy	+663	New	+$91.3K	﹤0.01%	1555
2022 Q1	–	Sell	-166	Closed	-$32K	–	2392
2021 Q4	$32K	Hold	166	–	–	﹤0.01%	1907
2021 Q3	$29K	Sell	166 -17	-9%	-$3.14K	﹤0.01%	1895
2021 Q2	$31K	Hold	183	–	–	﹤0.01%	1759
2021 Q1	$27K	Hold	183	–	–	﹤0.01%	1681
2020 Q4	$25K	Buy	+183	New	+$24.6K	﹤0.01%	1640

Other funds holding FSV

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

OAG

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

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

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

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

CCA

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lazard Asset Management's FSV Position: Q4 2025 in Review

Lazard Asset Management sold out of FirstService (FSV) in Q4 2025, closing a stake of 25,290 shares — an estimated $4.82M sold.

Lazard Asset Management first reported a position in FSV in Q4 2020 and held it in 14 quarters. The position peaked at $4.82M in Q3 2025. 307 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Lazard Asset Management reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
Lazard Asset Management sold 25,290 FirstService shares in Q4 2025, an estimated $4.82M.
Lazard Asset Management first reported a position in FirstService in Q4 2020 and held it in 14 quarters.
Lazard Asset Management's FirstService position peaked at $4.82M in Q3 2025.
307 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Lazard Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.