UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in FSV — FirstService Corp

CIK 1463217 IRVING, TX

Position in FSV

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$5,648,872

-$2,009,639 QoQ

Shares Held

39,750

-27.9% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#85

of 275 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $9,015,322 across 6 Real Estate Services names. FSV ranks #1 (62.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSV	FirstService Corp This page	39,750	$5,648,872
2	CBRE	Cbre Group, Inc.	15,241	$2,052,810
3	CSGP	Costar Group, Inc.	24,222	$685,967
4	JLL	Jones Lang Lasalle Inc	1,702	$527,534
5	AGNT	AGNT, Inc.	14,207	$76,859
6	DOUG	Douglas Elliman Inc.	13,153	$23,280

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,648,872	39,750	-27.9%	Shares	Defined	2026-08-17
2026-03-31	$7,658,511	55,121	-20.8%	Shares	Defined	2026-05-15
2025-12-31	$10,826,287	69,609	-7.0%	Shares	Defined	2026-02-17
2025-09-30	$14,252,271	74,819	+47.1%	Shares	Defined	2025-11-14
2025-06-30	$8,881,522	50,862	-5.2%	Shares	Defined	2025-08-11
2025-03-31	$8,901,723	53,641	-25.4%	Shares	Defined	2025-05-13
2024-12-31	$13,009,545	71,868	-25.7%	Shares	Defined	2025-02-13
2024-09-30	$17,653,005	96,750	-6.4%	Shares	Defined	2024-11-12
2024-06-30	$15,748,201	103,355	-5.8%	Shares	Defined	2024-08-14
2024-03-31	$18,194,560	109,738	-6.7%	Shares	Defined	2024-05-15
2023-12-31	$19,073,292	117,671	-43.6%	Shares	Defined	2024-02-14
2023-09-30	$30,352,221	208,549	-11.3%	Shares	Defined	2023-11-14
2023-06-30	$36,226,096	235,097	-3.5%	Shares	Defined	2023-08-14
2023-03-31	$34,348,406	243,623	+4.7%	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.