WF
FSV icon

Wayfinding Financial’s FirstService FSV Stock Holding History

Wayfinding Financial’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
Q2 		– Sell
-104
Closed -$17K – 357
2025
Q1 		$17K Buy
+104
New +$18.2K 0.01% 594

Other funds holding FSV

DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wayfinding Financial's FSV Position: Q2 2025 in Review

Wayfinding Financial sold out of FirstService (FSV) in Q2 2025, closing a stake of 104 shares — an estimated $17K sold.

Wayfinding Financial first reported a position in FSV in Q1 2025 and held it in 1 quarter. The position peaked at $17K in Q1 2025. 322 funds tracked by Wall St. Rank hold FSV as of Q2 2025.

  • Wayfinding Financial reported no remaining FirstService position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 104 FirstService shares in Q2 2025, an estimated $17K.
  • Wayfinding Financial first reported a position in FirstService in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's FirstService position peaked at $17K in Q1 2025.
  • 322 funds tracked by Wall St. Rank held FirstService as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.