Rockefeller Capital Management
FSV icon

Rockefeller Capital Management’s FirstService FSV Stock Holding History

Rockefeller Capital 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
2026
Q1 		$51.6K Buy
371
+69
+23% +$10.5K ﹤0.01% 3257
2025
Q4 		$47K Buy
302
+128
+74% +$20.8K ﹤0.01% 3100
2025
Q3 		$33.2K Buy
+174
New +$33.7K ﹤0.01% 3104
2022
Q4 		– Sell
-119
Closed -$14K – 3973
2022
Q3 		$14K Sell
119
-227
-66% -$29K ﹤0.01% 2927
2022
Q2 		$41K Buy
+346
New +$43.6K ﹤0.01% 2378

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's FSV Position: Q1 2026 in Review

Rockefeller Capital Management increased its FirstService (FSV) stake by 23% in Q1 2026, buying an estimated $10.5K and bringing the position to 371 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3257.

Rockefeller Capital Management first reported a position in FSV in Q2 2022 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • Rockefeller Capital Management held 371 shares of FirstService worth $51.6K as of Q1 2026.
  • Rockefeller Capital Management bought 69 FirstService shares in Q1 2026, an estimated $10.5K.
  • FirstService made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3257 holding.
  • Rockefeller Capital Management first reported a position in FirstService in Q2 2022 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.