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Twin Peaks Wealth Advisors’s FirstService FSV Stock Holding History

Twin Peaks Wealth Advisors’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
Q3 		– Sell
-3
Closed -$586 – 889
2025
Q2 		$586 Buy
+3
New +$520 ﹤0.01% 1878

Other funds holding FSV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's FSV Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of FirstService (FSV) in Q3 2025, closing a stake of 3 shares — an estimated $586 sold.

Twin Peaks Wealth Advisors first reported a position in FSV in Q2 2025 and held it in 1 quarter. The position peaked at $586 in Q2 2025. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 FirstService shares in Q3 2025, an estimated $586.
  • Twin Peaks Wealth Advisors first reported a position in FirstService in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's FirstService position peaked at $586 in Q2 2025.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.