Allworth Financial LP

Position in FSV — FirstService Corp

CIK 1555170 FOLSOM, CA

Position in FSV

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$13,477

+$3,191 QoQ

Shares Held

+79.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

Allworth Financial LP holds $1,617,945 across 21 Real Estate Services names. FSV ranks #8 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	7,739	$1,048,324
2	JLL	Jones Lang Lasalle Inc	715	$217,588
3	CSGP	Costar Group, Inc.	3,556	$143,449
4	BEKE	KE Holdings Inc.	3,230	$48,353
5	OPEN	Opendoor Technologies Inc.	9,825	$45,981
6	COMP	Compass, Inc.	3,856	$28,187
7	MMI	Marcus & Millichap, Inc.	528	$14,039
8	FSV	FirstService Corp This page	97	$13,477

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$13,477	97	+79.6%	Shares	Sole	2026-05-15
2025-09-30	$10,286	54	+17.4%	Shares	Sole	2025-12-02
2025-06-30	$8,032	46	+4.5%	Shares	Sole	2025-08-07
2025-03-31	$7,301	44	+12.8%	Shares	Sole	2025-04-30
2024-12-31	$7,059	39	-77.3%	Shares	Sole	2025-01-30
2024-09-30	$31,383	172	+6.2%	Shares	Sole	2024-10-23
2024-06-30	$24,683	162	+285.7%	Shares	Sole	2024-07-24
2024-03-31	$6,963	42	0.0%	Shares	Sole	2024-04-25
2023-12-31	$6,807	42	-14.3%	Shares	Sole	2024-01-24
2023-09-30	$7,131	49	+40.0%	Shares	Sole	2023-10-31
2023-06-30	$5,393	35	-40.7%	Shares	Sole	2023-07-18
2023-03-31	$8,318	59	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.