Position in FSV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$994
-$395 QoQ
Shares Held
7
-30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 275 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSV Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026Cornerstone Financial Management LLC holds $19,467 across 7 Real Estate Services names. FSV ranks #5 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBRE |
Cbre Group, Inc.
|
87 | $11,718 | |
| 2 | JLL |
Jones Lang Lasalle Inc
|
8 | $2,479 | |
| 3 | BEKE |
KE Holdings Inc.
|
166 | $2,411 | |
| 4 | CSGP |
Costar Group, Inc.
|
38 | $1,076 | |
| 5 | FSV |
FirstService Corp
This page
|
7 | $994 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
38 | $508 | |
| 7 | CIGI |
Colliers International Group Inc.
|
3 | $281 |
All Filings in FSV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $994 | 7 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,389 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $933 | 6 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||