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Triasima Portfolio Management’s FirstService FSV Stock Holding History

Triasima Portfolio 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
-14,549
Closed -$2.41M – 144
2025
Q1 		$2.41M Sell
14,549
-1,007
-6% -$176K 0.47% 70
2024
Q4 		$2.82M Buy
+15,556
New +$2.91M 0.55% 62
2024
Q3 		– Sell
-2,949
Closed -$449K – 107
2024
Q2 		$449K Sell
2,949
-157,309
-98% -$23.8M 0.04% 119
2024
Q1 		$26.5M Sell
160,258
-14,482
-8% -$2.39M 2.23% 15
2023
Q4 		$28.4M Sell
174,740
-2,965
-2% -$448K 2.34% 14
2023
Q3 		$26M Buy
177,705
+2,995
+2% +$457K 2.38% 14
2023
Q2 		$35.6M Buy
174,710
+260
+0.1% +$37.8K 2.26% 17
2023
Q1 		$24.5M Sell
174,450
-2,150
-1% -$296K 2.03% 18
2022
Q4 		$21.6M Sell
176,600
-435
-0.2% -$53.9K 1.65% 24
2022
Q3 		$21.1M Buy
177,035
+51,535
+41% +$6.58M 1.71% 20
2022
Q2 		$15.2M Buy
125,500
+92,000
+275% +$11.6M 1.07% 26
2022
Q1 		$4.85M Sell
33,500
-261,081
-89% -$39.7M 0.23% 51
2021
Q4 		$57.8M Sell
294,581
-12,300
-4% -$2.38M 2.79% 9
2021
Q3 		$55.5M Sell
306,881
-12,850
-4% -$2.38M 2.96% 8
2021
Q2 		$54.8M Sell
319,731
-25,820
-7% -$4.24M 2.68% 11
2021
Q1 		$51.3M Buy
345,551
+71,240
+26% +$10.4M 2.58% 11
2020
Q4 		$37.5M Buy
+274,311
New +$36.9M 2.14% 15

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 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 $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Triasima Portfolio Management's FSV Position: Q2 2025 in Review

Triasima Portfolio Management sold out of FirstService (FSV) in Q2 2025, closing a stake of 14,549 shares — an estimated $2.41M sold.

Triasima Portfolio Management first reported a position in FSV in Q4 2020 and held it in 17 quarters. The position peaked at $57.8M in Q4 2021. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • Triasima Portfolio Management reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
  • Triasima Portfolio Management sold 14,549 FirstService shares in Q2 2025, an estimated $2.41M.
  • Triasima Portfolio Management first reported a position in FirstService in Q4 2020 and held it in 17 quarters.
  • Triasima Portfolio Management's FirstService position peaked at $57.8M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Triasima Portfolio Management's 13F filing for Q2 2025, filed 23 Jul 2025.