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Lindbrook Capital’s FirstService FSV Stock Holding History

Lindbrook Capital’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
Q1 		$6.31K Buy
38
+36
+1,800% +$6.31K ﹤0.01% 1860
2024
Q4 		$362 Sell
2
-2
-50% -$374 ﹤0.01% 2679
2024
Q3 		$730 Buy
+4
New +$688 ﹤0.01% 2575
2024
Q2 		– Sell
-14
Closed -$2.12K – 2789
2024
Q1 		$2.32K Hold
14
– – ﹤0.01% 2189
2023
Q4 		$2.27K Buy
14
+8
+133% +$1.21K ﹤0.01% 2215
2023
Q3 		$873 Buy
+6
New +$916 ﹤0.01% 2390

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lindbrook Capital's FSV Position: Q1 2025 in Review

Lindbrook Capital increased its FirstService (FSV) stake by 1,800% in Q1 2025, buying an estimated $6.31K and bringing the position to 38 shares worth $6.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1860.

Lindbrook Capital first reported a position in FSV in Q3 2023 and has held it in 6 quarters since. 315 funds tracked by Wall St. Rank hold FSV as of Q1 2025.

  • Lindbrook Capital held 38 shares of FirstService worth $6.31K as of Q1 2025.
  • Lindbrook Capital bought 36 FirstService shares in Q1 2025, an estimated $6.31K.
  • FirstService made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1860 holding.
  • Lindbrook Capital first reported a position in FirstService in Q3 2023 and has held it in 6 quarters since.
  • 315 funds tracked by Wall St. Rank held FirstService as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.