United Capital Financial Advisors’s FirstService FSV Stock Holding History

United Capital Financial 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
2026 Q1	$7.66M	Sell	55,121 -14,488	-21%	-$2.21M	0.05%	281
2025 Q4	$10.8M	Sell	69,609 -5,210	-7%	-$848K	0.07%	229
2025 Q3	$14.3M	Buy	74,819 +23,957	+47%	+$4.64M	0.1%	162
2025 Q2	$8.88M	Sell	50,862 -2,779	-5%	-$481K	0.07%	216
2025 Q1	$8.9M	Sell	53,641 -18,227	-25%	-$3.19M	0.08%	198
2024 Q4	$13M	Sell	71,868 -24,882	-26%	-$4.65M	0.11%	151
2024 Q3	$17.7M	Sell	96,750 -6,605	-6%	-$1.14M	0.15%	135
2024 Q2	$15.7M	Sell	103,355 -6,383	-6%	-$964K	0.14%	142
2024 Q1	$18.2M	Sell	109,738 -7,933	-7%	-$1.31M	0.15%	134
2023 Q4	$19.1M	Sell	117,671 -90,878	-44%	-$13.7M	0.16%	129
2023 Q3	$30.4M	Sell	208,549 -26,548	-11%	-$4.05M	0.2%	103
2023 Q2	$36.2M	Sell	235,097 -8,526	-3%	-$1.24M	0.2%	98
2023 Q1	$34.3M	Buy	243,623 +10,979	+5%	+$1.51M	0.19%	103
2022 Q4	$28.5M	Buy	+232,644	New	+$28.8M	0.16%	128

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

United Capital Financial Advisors's FSV Position: Q1 2026 in Review

United Capital Financial Advisors reduced its FirstService (FSV) stake by 21% in Q1 2026, selling an estimated $2.21M and leaving 55,121 shares worth $7.66M. The position accounts for 0.05% of the portfolio, ranked #281.

United Capital Financial Advisors first reported a position in FSV in Q4 2022 and has held it in 14 quarters since. The position peaked at $36.2M in Q2 2023. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

United Capital Financial Advisors held 55,121 shares of FirstService worth $7.66M as of Q1 2026.
United Capital Financial Advisors sold 14,488 FirstService shares in Q1 2026, an estimated $2.21M.
FirstService made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #281 holding.
United Capital Financial Advisors first reported a position in FirstService in Q4 2022 and has held it in 14 quarters since.
United Capital Financial Advisors's FirstService position peaked at $36.2M in Q2 2023.
298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.