UMB Bank’s FirstService FSV Stock Holding History

UMB Bank’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	$483K	Hold	3,400	–	–	0.01%	489
2026 Q1	$472K	Hold	3,400	–	–	0.01%	485
2025 Q4	$529K	Hold	3,400	–	–	0.01%	461
2025 Q3	$648K	Sell	3,400 -210	-6%	-$40.6K	0.01%	392
2025 Q2	$630K	Sell	3,610 -14	-0.4%	-$2.42K	0.01%	384
2025 Q1	$601K	Hold	3,624	–	–	0.01%	388
2024 Q4	$656K	Hold	3,624	–	–	0.01%	376
2024 Q3	$661K	Buy	3,624 +14	+0.4%	+$2.41K	0.01%	367
2024 Q2	$550K	Hold	3,610	–	–	0.01%	391
2024 Q1	$599K	Hold	3,610	–	–	0.01%	390
2023 Q4	$585K	Hold	3,610	–	–	0.01%	401
2023 Q3	$525K	Hold	3,610	–	–	0.01%	397
2023 Q2	$556K	Hold	3,610	–	–	0.01%	401
2023 Q1	$509K	Hold	3,610	–	–	0.01%	410
2022 Q4	$442K	Sell	3,610 -2,770	-43%	-$343K	0.01%	434
2022 Q3	$759K	Sell	6,380 -1,000	-14%	-$128K	0.01%	382
2022 Q2	$894K	Buy	7,380 +1,210	+20%	+$152K	0.01%	386
2022 Q1	$894K	Buy	6,170 +2,400	+64%	+$365K	0.01%	402
2021 Q4	$741K	Buy	+3,770	New	+$728K	0.01%	430

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

UMB Bank's FSV Position: Q2 2026 in Review

UMB Bank held its FirstService (FSV) position steady in Q2 2026 at 3,400 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #489.

UMB Bank first reported a position in FSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $894K in Q2 2022. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

UMB Bank held 3,400 shares of FirstService worth $483K as of Q2 2026.
UMB Bank left its FirstService share count unchanged in Q2 2026.
FirstService made up 0.01% of UMB Bank's portfolio in Q2 2026, its #489 holding.
UMB Bank first reported a position in FirstService in Q4 2021 and has held it in 19 quarters since.
UMB Bank's FirstService position peaked at $894K in Q2 2022.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.