Trust Company of Vermont’s FirstService FSV Stock Holding History

Trust Company of Vermont’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	$67.7K	Hold	435	–	–	﹤0.01%	517
2025 Q3	$82.9K	Buy	435 +180	+71%	+$34.8K	﹤0.01%	486
2025 Q2	$44.5K	Hold	255	–	–	﹤0.01%	561
2025 Q1	$42.3K	Hold	255	–	–	﹤0.01%	546
2024 Q4	$46.2K	Buy	+255	New	+$47.7K	﹤0.01%	538

Other funds holding FSV

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Trust Company of Vermont's FSV Position: Q4 2025 in Review

Trust Company of Vermont held its FirstService (FSV) position steady in Q4 2025 at 435 shares worth $67.7K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Trust Company of Vermont first reported a position in FSV in Q4 2024 and has held it in 5 quarters since. The position peaked at $82.9K in Q3 2025. 306 funds tracked by Wall St. Rank hold FSV as of Q4 2025.

Trust Company of Vermont held 435 shares of FirstService worth $67.7K as of Q4 2025.
Trust Company of Vermont left its FirstService share count unchanged in Q4 2025.
FirstService made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #517 holding.
Trust Company of Vermont first reported a position in FirstService in Q4 2024 and has held it in 5 quarters since.
Trust Company of Vermont's FirstService position peaked at $82.9K in Q3 2025.
306 funds tracked by Wall St. Rank held FirstService as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.