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Alpine Bank Wealth Management’s Factset FDS Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-58
Closed -$16.6K – 251
2025
Q3 		$16.6K Buy
58
+9
+18% +$3.44K ﹤0.01% 352
2025
Q2 		$21.9K Hold
49
– – ﹤0.01% 327
2025
Q1 		$22.3K Buy
+49
New +$22.3K ﹤0.01% 323

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Alpine Bank Wealth Management's FDS Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of Factset (FDS) in Q4 2025, closing a stake of 58 shares — an estimated $16.6K sold.

Alpine Bank Wealth Management first reported a position in FDS in Q1 2025 and held it in 3 quarters. The position peaked at $22.3K in Q1 2025. 795 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 58 Factset shares in Q4 2025, an estimated $16.6K.
  • Alpine Bank Wealth Management first reported a position in Factset in Q1 2025 and held it in 3 quarters.
  • Alpine Bank Wealth Management's Factset position peaked at $22.3K in Q1 2025.
  • 795 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.