Position in FSV
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$219,844
New position
Shares Held
1,547
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#208
of 275 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $6,955,108 across 8 Real Estate Services names. FSV ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
13,805 | $1,859,395 | |
| 2 | CSGP |
Costar Group, Inc.
|
54,883 | $1,554,286 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
4,739 | $1,468,853 | |
| 4 | CWK |
Cushman & Wakefield Ltd.
|
79,641 | $1,066,392 | |
| 5 | BEKE |
KE Holdings Inc.
|
20,332 | $295,423 | |
| 6 | FRPH |
Frp Holdings, Inc.
|
10,547 | $263,569 | |
| 7 | CIGI |
Colliers International Group Inc.
|
2,424 | $227,346 | |
| 8 | FSV |
FirstService Corp
This page
|
1,547 | $219,844 |
All Filings in FSV
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,844 | 1,547 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||