Truist Financial
FSV icon

Truist Financial’s FirstService FSV Stock Holding History

Truist Financial’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
Q3 		$966K Sell
7,551
-355
-4% -$49.7K ﹤0.01% 1791
2026
Q2 		$1.12M Buy
7,906
+499
+7% +$69.2K ﹤0.01% 1699
2026
Q1 		$1.03M Sell
7,407
-1,487
-17% -$226K ﹤0.01% 1686
2025
Q4 		$1.38M Buy
8,894
+77
+0.9% +$12.5K ﹤0.01% 1505
2025
Q3 		$1.68M Sell
8,817
-1,270
-13% -$246K ﹤0.01% 1425
2025
Q2 		$1.76M Sell
10,087
-883
-8% -$153K ﹤0.01% 1341
2025
Q1 		$1.82M Sell
10,970
-3,129
-22% -$548K ﹤0.01% 1270
2024
Q4 		$2.55M Sell
14,099
-6,990
-33% -$1.31M ﹤0.01% 1120
2024
Q3 		$3.85M Sell
21,089
-2,933
-12% -$504K 0.01% 934
2024
Q2 		$3.66M Buy
24,022
+230
+1% +$34.7K 0.01% 999
2024
Q1 		$3.94M Sell
23,792
-1,735
-7% -$286K 0.01% 979
2023
Q4 		$4.14M Sell
25,527
-9,221
-27% -$1.39M 0.01% 939
2023
Q3 		$5.06M Sell
34,748
-1,844
-5% -$282K 0.01% 836
2023
Q2 		$5.64M Sell
36,592
-2,596
-7% -$377K 0.01% 793
2023
Q1 		$5.53M Buy
39,188
+6,098
+18% +$840K 0.01% 796
2022
Q4 		$4.06M Sell
33,090
-1,996
-6% -$247K 0.01% 895
2022
Q3 		$4.18M Sell
35,086
-5,629
-14% -$719K 0.01% 856
2022
Q2 		$4.94M Sell
40,715
-2,324
-5% -$293K 0.01% 809
2022
Q1 		$6.24M Buy
43,039
+594
+1% +$90.4K 0.01% 806
2021
Q4 		$8.34M Sell
42,445
-7,018
-14% -$1.36M 0.01% 708
2021
Q3 		$8.93M Sell
49,463
-2,500
-5% -$462K 0.01% 678
2021
Q2 		$8.9M Sell
51,963
-3,625
-7% -$595K 0.01% 673
2021
Q1 		$8.24M Buy
55,588
+16,403
+42% +$2.39M 0.01% 667
2020
Q4 		$5.36M Buy
39,185
+2,905
+8% +$391K 0.01% 789
2020
Q3 		$4.78M Sell
36,280
-5,612
-13% -$662K 0.01% 755
2020
Q2 		$4.22M Buy
41,892
+4,264
+11% +$378K 0.01% 763
2020
Q1 		$2.9M Sell
37,628
-1,716
-4% -$165K 0.01% 833
2019
Q4 		$3.66M Buy
39,344
+37,059
+1,622% +$3.49M 0.01% 873
2019
Q3 		$234K Sell
2,285
-70
-3% -$7.13K ﹤0.01% 725
2019
Q2 		$226K Buy
+2,355
New +$213K ﹤0.01% 735

Other funds holding FSV

CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
BCV Asset Management
BCV Asset Management Winnipeg $3.28B AUM 35.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Truist Financial's FSV Position: Q3 2026 in Review

Truist Financial reduced its FirstService (FSV) stake by 4.5% in Q3 2026, selling an estimated $49.7K and leaving 7,551 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Truist Financial first reported a position in FSV in Q2 2019 and has held it in 30 quarters since. The position peaked at $8.93M in Q3 2021. 96 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

  • Truist Financial held 7,551 shares of FirstService worth $966K as of Q3 2026.
  • Truist Financial sold 355 FirstService shares in Q3 2026, an estimated $49.7K.
  • FirstService made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1791 holding.
  • Truist Financial first reported a position in FirstService in Q2 2019 and has held it in 30 quarters since.
  • Truist Financial's FirstService position peaked at $8.93M in Q3 2021.
  • 96 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.