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TritonPoint Wealth’s FirstService FSV Stock Holding History

TritonPoint Wealth’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
Q4 		– Sell
-2,468
Closed -$471K – 304
2025
Q3 		$471K Sell
2,468
-63
-2% -$12.2K 0.04% 234
2025
Q2 		$443K Buy
2,531
+244
+11% +$42.3K 0.04% 231
2025
Q1 		$380K Sell
2,287
-272
-11% -$47.7K 0.04% 246
2024
Q4 		$464K Sell
2,559
-2
-0.1% -$374 0.04% 214
2024
Q3 		$463K Sell
2,561
-286
-10% -$49.2K 0.04% 219
2024
Q2 		$435K Sell
2,847
-526
-16% -$79.5K 0.04% 217
2024
Q1 		$605K Sell
3,373
-400
-11% -$66K 0.06% 184
2023
Q4 		$612K Buy
+3,773
New +$570K 0.06% 193

Other funds holding FSV

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TritonPoint Wealth's FSV Position: Q4 2025 in Review

TritonPoint Wealth sold out of FirstService (FSV) in Q4 2025, closing a stake of 2,468 shares — an estimated $471K sold.

TritonPoint Wealth first reported a position in FSV in Q4 2023 and held it in 8 quarters. The position peaked at $612K in Q4 2023. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

  • TritonPoint Wealth reported no remaining FirstService position as of Q4 2025 after selling out during the quarter.
  • TritonPoint Wealth sold 2,468 FirstService shares in Q4 2025, an estimated $471K.
  • TritonPoint Wealth first reported a position in FirstService in Q4 2023 and held it in 8 quarters.
  • TritonPoint Wealth's FirstService position peaked at $612K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on TritonPoint Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.