Position in FSV
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,084
+$7,194 QoQ
Shares Held
78
+178.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#243
of 275 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,167,350 across 8 Real Estate Services names. FSV ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JLL |
Jones Lang Lasalle Inc
|
1,949 | $604,092 | |
| 2 | CBRE |
Cbre Group, Inc.
|
3,974 | $535,258 | |
| 3 | CSGP |
Costar Group, Inc.
|
407 | $11,526 | |
| 4 | FSV |
FirstService Corp
This page
|
78 | $11,084 | |
| 5 | CIGI |
Colliers International Group Inc.
|
35 | $3,282 | |
| 6 | COMP |
Compass, Inc.
|
75 | $924 | |
| 7 | NMRK |
Newmark Group, Inc.
|
47 | $710 | |
| 8 | FRPH |
Frp Holdings, Inc.
|
19 | $474 |
All Filings in FSV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,084 | 78 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $3,890 | 28 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,421 | 22 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $3,428 | 18 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $3,143 | 18 | Shares | Defined | 2025-07-15 | |
| 2024-12-31 | $1,629 | 9 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,277 | 7 | Shares | Defined | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||