UCFA
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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
Q2 		$5.65M Sell
39,750
-15,371
-28% -$2.13M 0.03% 359
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 $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
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
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

United Capital Financial Advisors's FSV Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FirstService (FSV) stake by 28% in Q2 2026, selling an estimated $2.13M and leaving 39,750 shares worth $5.65M. The position accounts for 0.03% of the portfolio, ranked #359.

United Capital Financial Advisors first reported a position in FSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.2M in Q2 2023. 280 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • United Capital Financial Advisors held 39,750 shares of FirstService worth $5.65M as of Q2 2026.
  • United Capital Financial Advisors sold 15,371 FirstService shares in Q2 2026, an estimated $2.13M.
  • FirstService made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #359 holding.
  • United Capital Financial Advisors first reported a position in FirstService in Q4 2022 and has held it in 15 quarters since.
  • United Capital Financial Advisors's FirstService position peaked at $36.2M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.