WF
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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
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

OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

WoodTrust Financial's FSV Position: Q2 2026 in Review

WoodTrust Financial increased its FirstService (FSV) stake by 26% in Q2 2026, buying an estimated $55.5K and bringing the position to 1,950 shares worth $277K. The position accounts for 0.03% of the portfolio, ranked #155.

WoodTrust Financial first reported a position in FSV in Q3 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

  • WoodTrust Financial held 1,950 shares of FirstService worth $277K as of Q2 2026.
  • WoodTrust Financial bought 400 FirstService shares in Q2 2026, an estimated $55.5K.
  • FirstService made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #155 holding.
  • WoodTrust Financial first reported a position in FirstService in Q3 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.