Align Financial’s Factset FDS Stock Holding History

Align Financial’s Portfolio FDS Stock Details FDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.14K	Hold	18	–	–	﹤0.01%	297
2026 Q1	$3.91K	Sell	18 -5,205	-100%	-$1.21M	﹤0.01%	305
2025 Q4	$5.22K	Buy	+5,223	New	+$1.47M	﹤0.01%	316

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Align Financial's FDS Position: Q2 2026 in Review

Align Financial held its Factset (FDS) position steady in Q2 2026 at 18 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Align Financial first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.22K in Q4 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Align Financial held 18 shares of Factset worth $4.14K as of Q2 2026.
Align Financial left its Factset share count unchanged in Q2 2026.
Factset made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #297 holding.
Align Financial first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
Align Financial's Factset position peaked at $5.22K in Q4 2025.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.