Position in FSV
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,658,511
-$3,167,776 QoQ
Shares Held
55,121
-20.8% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $10,756,632 across 7 Real Estate Services names. FSV ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
This page
|
55,121 | $7,658,511 | |
| 2 | CBRE |
Cbre Group, Inc.
|
15,154 | $2,052,760 | |
| 3 | CSGP |
Costar Group, Inc.
|
10,563 | $426,111 | |
| 4 | JLL |
Jones Lang Lasalle Inc
|
1,293 | $393,485 | |
| 5 | CWK |
Cushman & Wakefield Ltd.
|
10,441 | $128,006 | |
| 6 | AGNT |
AGNT, Inc.
|
12,092 | $72,431 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
15,444 | $25,328 |
All Filings in FSV
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,658,511 | 55,121 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $10,826,287 | 69,609 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $14,252,271 | 74,819 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,881,522 | 50,862 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,901,723 | 53,641 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,009,545 | 71,868 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,653,005 | 96,750 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,748,201 | 103,355 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,194,560 | 109,738 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $19,073,292 | 117,671 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $30,352,221 | 208,549 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $36,226,096 | 235,097 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $34,348,406 | 243,623 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $28,510,522 | 232,644 | Shares | Defined | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||