Ameritas Advisory Services’s Factset FDS Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-13	Closed	-$5.82K	–	2387
2025 Q2	$5.82K	Buy	+13	New	+$5.7K	﹤0.01%	2194
2023 Q2	–	Sell	-14	Closed	-$5.91K	–	1205
2023 Q1	$5.91K	Buy	+14	New	+$5.83K	﹤0.01%	2099

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameritas Advisory Services's FDS Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Factset (FDS) in Q3 2025, closing a stake of 13 shares — an estimated $5.82K sold.

Ameritas Advisory Services first reported a position in FDS in Q1 2023 and held it in 2 quarters. The position peaked at $5.91K in Q1 2023. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Ameritas Advisory Services reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 13 Factset shares in Q3 2025, an estimated $5.82K.
Ameritas Advisory Services first reported a position in Factset in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's Factset position peaked at $5.91K in Q1 2023.
772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.