WT
FSV icon

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 $9.71B AUM 26.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return