Luther King Capital Management (LKCM)
FSV icon

Luther King Capital Management (LKCM)’s FirstService FSV Stock Holding History

Luther King Capital Management (LKCM)’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 		$5.94M Sell
41,825
-3,331
-7% -$462K 0.02% 247
2026
Q1 		$6.27M Buy
45,156
+3,575
+9% +$544K 0.03% 224
2025
Q4 		$6.47M Buy
41,581
+2,909
+8% +$473K 0.03% 222
2025
Q3 		$7.37M Sell
38,672
-15
-0% -$2.9K 0.03% 196
2025
Q2 		$6.76M Sell
38,687
-897
-2% -$155K 0.03% 201
2025
Q1 		$6.57M Buy
39,584
+3,920
+11% +$687K 0.03% 200
2024
Q4 		$6.46M Buy
35,664
+2,380
+7% +$445K 0.03% 205
2024
Q3 		$6.07M Buy
33,284
+2,835
+9% +$487K 0.03% 205
2024
Q2 		$4.64M Buy
30,449
+5,579
+22% +$843K 0.02% 226
2024
Q1 		$4.12M Buy
24,870
+297
+1% +$49K 0.02% 241
2023
Q4 		$3.98M Buy
24,573
+319
+1% +$48.2K 0.02% 239
2023
Q3 		$3.53M Buy
24,254
+350
+1% +$53.4K 0.02% 241
2023
Q2 		$3.68M Buy
23,904
+594
+3% +$86.3K 0.02% 253
2023
Q1 		$3.29M Buy
23,310
+3,661
+19% +$504K 0.02% 257
2022
Q4 		$2.41M Sell
19,649
-953
-5% -$118K 0.01% 284
2022
Q3 		$2.45M Buy
20,602
+1,133
+6% +$145K 0.01% 269
2022
Q2 		$2.36M Buy
19,469
+1,121
+6% +$141K 0.01% 275
2022
Q1 		$2.66M Buy
18,348
+993
+6% +$151K 0.01% 274
2021
Q4 		$3.41M Hold
17,355
– – 0.02% 255
2021
Q3 		$3.13M Sell
17,355
-10
-0.1% -$1.85K 0.02% 256
2021
Q2 		$2.97M Buy
17,365
+270
+2% +$44.3K 0.01% 271
2021
Q1 		$2.53M Buy
17,095
+480
+3% +$69.9K 0.01% 270
2020
Q4 		$2.27M Sell
16,615
-7,110
-30% -$958K 0.01% 270
2020
Q3 		$3.13M Buy
23,725
+7,250
+44% +$856K 0.02% 204
2020
Q2 		$1.66M Sell
16,475
-1,280
-7% -$113K 0.01% 256
2020
Q1 		$1.37M Buy
17,755
+2,485
+16% +$238K 0.01% 260
2019
Q4 		$1.42M Sell
15,270
-13,105
-46% -$1.23M 0.01% 316
2019
Q3 		$2.91M Buy
28,375
+5,325
+23% +$542K 0.02% 227
2019
Q2 		$2.21M Buy
+23,050
New +$2.09M 0.02% 263

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

Luther King Capital Management (LKCM)'s FSV Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its FirstService (FSV) stake by 7.4% in Q2 2026, selling an estimated $462K and leaving 41,825 shares worth $5.94M. The position accounts for 0.02% of the portfolio, ranked #247.

Luther King Capital Management (LKCM) first reported a position in FSV in Q2 2019 and has held it in 29 quarters since. The position peaked at $7.37M in Q3 2025. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Luther King Capital Management (LKCM) held 41,825 shares of FirstService worth $5.94M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 3,331 FirstService shares in Q2 2026, an estimated $462K.
  • FirstService made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #247 holding.
  • Luther King Capital Management (LKCM) first reported a position in FirstService in Q2 2019 and has held it in 29 quarters since.
  • Luther King Capital Management (LKCM)'s FirstService position peaked at $7.37M in Q3 2025.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.