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
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 		$4.93M 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 		$4.79M 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

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Truist Financial's FSV Position: Q2 2026 in Review

Truist Financial increased its FirstService (FSV) stake by 6.7% in Q2 2026, buying an estimated $69.2K and bringing the position to 7,906 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Truist Financial first reported a position in FSV in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.93M in Q3 2021. 73 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • Truist Financial held 7,906 shares of FirstService worth $1.12M as of Q2 2026.
  • Truist Financial bought 499 FirstService shares in Q2 2026, an estimated $69.2K.
  • FirstService made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1699 holding.
  • Truist Financial first reported a position in FirstService in Q2 2019 and has held it in 29 quarters since.
  • Truist Financial's FirstService position peaked at $8.93M in Q3 2021.
  • 73 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.