Plato Investment Management’s FirstService FSV Stock Holding History

Plato Investment 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 Q2	–	Sell	-7,940	Closed	-$1.33M	–	539
2025 Q1	$1.33M	Sell	7,940 -9	-0.1%	-$1.58K	0.11%	201
2024 Q4	$1.44M	Hold	7,949	–	–	0.11%	199
2024 Q3	$1.45M	Buy	+7,949	New	+$1.37M	0.12%	193

Other funds holding FSV

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

CCA

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Plato Investment Management's FSV Position: Q2 2025 in Review

Plato Investment Management sold out of FirstService (FSV) in Q2 2025, closing a stake of 7,940 shares — an estimated $1.33M sold.

Plato Investment Management first reported a position in FSV in Q3 2024 and held it in 3 quarters. The position peaked at $1.45M in Q3 2024. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

Plato Investment Management reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
Plato Investment Management sold 7,940 FirstService shares in Q2 2025, an estimated $1.33M.
Plato Investment Management first reported a position in FirstService in Q3 2024 and held it in 3 quarters.
Plato Investment Management's FirstService position peaked at $1.45M in Q3 2024.
322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Plato Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.