Anchor Capital Advisors’s Factset FDS Stock Holding History

Anchor Capital Advisors’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	$345K	Hold	1,500	–	–	0.01%	212
2026 Q1	$325K	Hold	1,500	–	–	0.01%	220
2025 Q4	$435K	Hold	1,500	–	–	0.01%	213
2025 Q3	$430K	Hold	1,500	–	–	0.01%	214
2025 Q2	$671K	Hold	1,500	–	–	0.02%	192
2025 Q1	$682K	Hold	1,500	–	–	0.02%	188
2024 Q4	$720K	Hold	1,500	–	–	0.02%	193
2024 Q3	$690K	Hold	1,500	–	–	0.02%	190
2024 Q2	$612K	Hold	1,500	–	–	0.02%	191
2024 Q1	$682K	Hold	1,500	–	–	0.02%	190
2023 Q4	$716K	Hold	1,500	–	–	0.02%	189
2023 Q3	$656K	Hold	1,500	–	–	0.02%	193
2023 Q2	$601K	Hold	1,500	–	–	0.02%	206
2023 Q1	$623K	Hold	1,500	–	–	0.02%	204
2022 Q4	$602K	Hold	1,500	–	–	0.02%	210
2022 Q3	$600K	Hold	1,500	–	–	0.02%	204
2022 Q2	$577K	Hold	1,500	–	–	0.01%	213
2022 Q1	$651K	Hold	1,500	–	–	0.01%	214
2021 Q4	$729K	Hold	1,500	–	–	0.01%	204
2021 Q3	$592K	Hold	1,500	–	–	0.01%	214
2021 Q2	$503K	Hold	1,500	–	–	0.01%	227
2021 Q1	$463K	Hold	1,500	–	–	0.01%	233
2020 Q4	$499K	Hold	1,500	–	–	0.01%	219
2020 Q3	$502K	Hold	1,500	–	–	0.01%	204
2020 Q2	$493K	Hold	1,500	–	–	0.01%	203
2020 Q1	$391K	Hold	1,500	–	–	0.01%	202
2019 Q4	$402K	Hold	1,500	–	–	0.01%	220
2019 Q3	$364K	Hold	1,500	–	–	0.01%	229
2019 Q2	$430K	Hold	1,500	–	–	0.02%	207
2019 Q1	$372	Hold	1,500	–	–	0.01%	213
2018 Q4	$300K	Hold	1,500	–	–	0.01%	240
2018 Q3	$336K	Hold	1,500	–	–	0.01%	241
2018 Q2	$297K	Hold	1,500	–	–	0.01%	249
2018 Q1	$299K	Hold	1,500	–	–	0.01%	275
2017 Q4	$289K	Hold	1,500	–	–	0.01%	241
2017 Q3	$270K	Hold	1,500	–	–	0.01%	238
2017 Q2	$249K	Hold	1,500	–	–	0.01%	245
2017 Q1	$247K	Hold	1,500	–	–	0.01%	252
2016 Q4	$245K	Hold	1,500	–	–	0.01%	258
2016 Q3	$243K	Hold	1,500	–	–	0.01%	261
2016 Q2	$242K	Hold	1,500	–	–	0.01%	269
2016 Q1	$227K	Hold	1,500	–	–	0.01%	264
2015 Q4	$244K	Hold	1,500	–	–	0.01%	268
2015 Q3	$240K	Hold	1,500	–	–	0.01%	260
2015 Q2	$244K	Hold	1,500	–	–	0.01%	266
2015 Q1	$239K	Hold	1,500	–	–	0.01%	280
2014 Q4	$211K	Buy	+1,500	New	+$199K	﹤0.01%	301

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

Anchor Capital Advisors's FDS Position: Q2 2026 in Review

Anchor Capital Advisors held its Factset (FDS) position steady in Q2 2026 at 1,500 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #212.

Anchor Capital Advisors first reported a position in FDS in Q4 2014 and has held it in 47 quarters since. The position peaked at $729K in Q4 2021. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Anchor Capital Advisors held 1,500 shares of Factset worth $345K as of Q2 2026.
Anchor Capital Advisors left its Factset share count unchanged in Q2 2026.
Factset made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #212 holding.
Anchor Capital Advisors first reported a position in Factset in Q4 2014 and has held it in 47 quarters since.
Anchor Capital Advisors's Factset position peaked at $729K in Q4 2021.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.