Wilmington Savings Fund Society’s FirstService FSV Stock Holding History

Wilmington Savings Fund Society’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	-291	Closed	-$50.8K	–	1626
2025 Q2	$50.8K	Hold	291	–	–	﹤0.01%	1225
2025 Q1	$48.3K	Hold	291	–	–	﹤0.01%	1218
2024 Q4	$52.7K	Hold	291	–	–	﹤0.01%	1231
2024 Q3	$53.1K	Buy	+291	New	+$50K	﹤0.01%	1202

Other funds holding FSV

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 Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Wilmington Savings Fund Society's FSV Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of FirstService (FSV) in Q3 2025, closing a stake of 291 shares — an estimated $50.8K sold.

Wilmington Savings Fund Society first reported a position in FSV in Q3 2024 and held it in 4 quarters. The position peaked at $53.1K in Q3 2024. 321 funds tracked by Wall St. Rank hold FSV as of Q3 2025.

Wilmington Savings Fund Society reported no remaining FirstService position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 291 FirstService shares in Q3 2025, an estimated $50.8K.
Wilmington Savings Fund Society first reported a position in FirstService in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's FirstService position peaked at $53.1K in Q3 2024.
321 funds tracked by Wall St. Rank held FirstService as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.