WoodTrust Financial’s FirstService FSV Stock Holding History

WoodTrust 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
2026 Q3	$249K	Hold	1,950	–	–	0.03%	164
2026 Q2	$277K	Buy	1,950 +400	+26%	+$55.5K	0.03%	155
2026 Q1	$215K	Buy	+1,550	New	+$236K	0.03%	165
2025 Q4	–	Sell	-1,450	Closed	-$276K	–	184
2025 Q3	$276K	Buy	+1,450	New	+$281K	0.03%	160

Other funds holding FSV

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

WoodTrust Financial's FSV Position: Q3 2026 in Review

WoodTrust Financial held its FirstService (FSV) position steady in Q3 2026 at 1,950 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #164.

WoodTrust Financial first reported a position in FSV in Q3 2025 and has held it in 4 quarters since. The position peaked at $277K in Q2 2026. 6 funds tracked by Wall St. Rank hold FSV as of Q3 2026.

WoodTrust Financial held 1,950 shares of FirstService worth $249K as of Q3 2026.
WoodTrust Financial left its FirstService share count unchanged in Q3 2026.
FirstService made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #164 holding.
WoodTrust Financial first reported a position in FirstService in Q3 2025 and has held it in 4 quarters since.
WoodTrust Financial's FirstService position peaked at $277K in Q2 2026.
6 funds tracked by Wall St. Rank held FirstService as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.