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Stonegate Investment Group’s FirstService FSV Stock Holding History

Stonegate Investment Group’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
Q3 		$311K Buy
1,631
+28
+2% +$5.42K 0.01% 314
2025
Q2 		$280K Buy
1,603
+73
+5% +$12.6K 0.01% 312
2025
Q1 		$254K Hold
1,530
– – 0.01% 298
2024
Q4 		$277K Hold
1,530
– – 0.01% 274
2024
Q3 		$279K Hold
1,530
– – 0.01% 287
2024
Q2 		$233K Buy
+1,530
New +$231K 0.01% 313

Other funds holding FSV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
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
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Stonegate Investment Group's FSV Position: Q3 2025 in Review

Stonegate Investment Group increased its FirstService (FSV) stake by 1.7% in Q3 2025, buying an estimated $5.42K and bringing the position to 1,631 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #314.

Stonegate Investment Group first reported a position in FSV in Q2 2024 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Stonegate Investment Group held 1,631 shares of FirstService worth $311K as of Q3 2025.
  • Stonegate Investment Group bought 28 FirstService shares in Q3 2025, an estimated $5.42K.
  • FirstService made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #314 holding.
  • Stonegate Investment Group first reported a position in FirstService in Q2 2024 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.