Position in FSV
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$1,248,098
+$338,404 QoQ
Shares Held
8,983
+53.6% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 47.03328509406657.ToString("F0")%
Shared 0.ToString("F0")%
None 52.96671490593343.ToString("F0")%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $51,955,251 across 18 Real Estate Services names. FSV ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
115,385 | $15,630,052 | |
| 2 | OPEN |
Opendoor Technologies Inc.
|
2,076,318 | $9,717,168 | |
| 3 | COMP |
Compass, Inc.
|
956,746 | $6,993,813 | |
| 4 | CSGP |
Costar Group, Inc.
|
118,841 | $4,794,045 | |
| 5 | JLL |
Jones Lang Lasalle Inc
|
15,184 | $4,620,794 | |
| 6 | KW |
Kennedy-Wilson Holdings, Inc.
|
241,340 | $2,611,298 | |
| 7 | NMRK |
Newmark Group, Inc.
|
114,573 | $1,717,449 | |
| 8 | FSV |
FirstService Corp
This page
|
8,983 | $1,248,098 |
All Filings in FSV
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,248,098 | 8,983 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $909,694 | 5,849 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,482,774 | 7,784 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,036,593 | 11,663 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,793,421 | 10,807 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,757,161 | 9,707 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,685,200 | 9,236 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,368,892 | 8,984 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,475,951 | 8,902 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,067,524 | 6,586 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $979,775 | 6,732 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,105,287 | 7,173 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $942,518 | 6,685 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $780,398 | 6,368 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $805,221 | 6,766 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $818,706 | 6,755 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,054,291 | 7,277 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,045,613 | 5,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $787,073 | 4,361 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $606,089 | 3,539 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $374,179 | 2,525 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $311,129 | 2,275 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $278,815 | 2,114 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||