Position in FSV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$483,174
+$10,778 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $1,200,059 across 9 Real Estate Services names. FSV ranks #1 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSV |
FirstService Corp
This page
|
3,400 | $483,174 | |
| 2 | CBRE |
Cbre Group, Inc.
|
2,500 | $336,724 | |
| 3 | JLL |
Jones Lang Lasalle Inc
|
533 | $165,203 | |
| 4 | CSGP |
Costar Group, Inc.
|
5,784 | $163,802 | |
| 5 | MMI |
Marcus & Millichap, Inc.
|
764 | $23,813 | |
| 6 | CWK |
Cushman & Wakefield Ltd.
|
1,196 | $16,014 | |
| 7 | DOUG |
Douglas Elliman Inc.
|
3,363 | $5,952 | |
| 8 | COMP |
Compass, Inc.
|
376 | $4,636 |
All Filings in FSV
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,174 | 3,400 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $472,396 | 3,400 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $528,802 | 3,400 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $647,666 | 3,400 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $630,378 | 3,610 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $601,402 | 3,624 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $656,016 | 3,624 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $661,234 | 3,624 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $550,055 | 3,610 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $598,538 | 3,610 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $585,144 | 3,610 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $525,399 | 3,610 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $556,264 | 3,610 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $508,973 | 3,610 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $442,405 | 3,610 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $759,283 | 6,380 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $894,456 | 7,380 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $893,909 | 6,170 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $740,691 | 3,770 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||