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Whittier Trust’s FirstService FSV Stock Holding History

Whittier Trust’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
-115
Closed -$20.1K – 1471
2025
Q2 		$20.1K Hold
115
– – ﹤0.01% 1106
2025
Q1 		$19.1K Hold
115
– – ﹤0.01% 1111
2024
Q4 		$20.8K Hold
115
– – ﹤0.01% 1094
2024
Q3 		$21K Hold
115
– – ﹤0.01% 1096
2024
Q2 		$17.5K Hold
115
– – ﹤0.01% 1119
2024
Q1 		$19.1K Hold
115
– – ﹤0.01% 1146
2023
Q4 		$18.6K Hold
115
– – ﹤0.01% 1111
2023
Q3 		$16.7K Hold
115
– – ﹤0.01% 1154
2023
Q2 		$17.7K Hold
115
– – ﹤0.01% 1152
2023
Q1 		$16.2K Hold
115
– – ﹤0.01% 1202
2022
Q4 		$14.1K Hold
115
– – ﹤0.01% 1217
2022
Q3 		$14K Hold
115
– – ﹤0.01% 1276
2022
Q2 		$14K Buy
+115
New +$14.5K ﹤0.01% 1250

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 $10.3B AUM 29.04% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's FSV Position: Q3 2025 in Review

Whittier Trust sold out of FirstService (FSV) in Q3 2025, closing a stake of 115 shares — an estimated $20.1K sold.

Whittier Trust first reported a position in FSV in Q2 2022 and held it in 13 quarters. The position peaked at $21K in Q3 2024. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

  • Whittier Trust reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 115 FirstService shares in Q3 2025, an estimated $20.1K.
  • Whittier Trust first reported a position in FirstService in Q2 2022 and held it in 13 quarters.
  • Whittier Trust's FirstService position peaked at $21K in Q3 2024.
  • 321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.