AIM
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Anchor Investment Management’s Factset FDS Stock Holding History

Anchor Investment 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
2026
Q2 		$3.45K Hold
15
– – ﹤0.01% 1047
2026
Q1 		$3.25K Hold
15
– – ﹤0.01% 943
2025
Q4 		$4.35K Hold
15
– – ﹤0.01% 907
2025
Q3 		$4.3K Sell
15
-11
-42% -$4.2K ﹤0.01% 921
2025
Q2 		$11.6K Hold
26
– – ﹤0.01% 781
2025
Q1 		$11.8K Hold
26
– – ﹤0.01% 767
2024
Q4 		$12.5K Hold
26
– – ﹤0.01% 768
2024
Q3 		$12K Hold
26
– – ﹤0.01% 756
2024
Q2 		$10.6K Buy
26
+9
+53% +$3.82K ﹤0.01% 741
2024
Q1 		$7.72K Buy
+17
New +$7.93K ﹤0.01% 820

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's FDS Position: Q2 2026 in Review

Anchor Investment Management held its Factset (FDS) position steady in Q2 2026 at 15 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Anchor Investment Management first reported a position in FDS in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.5K in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Anchor Investment Management held 15 shares of Factset worth $3.45K as of Q2 2026.
  • Anchor Investment Management left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1047 holding.
  • Anchor Investment Management first reported a position in Factset in Q1 2024 and has held it in 10 quarters since.
  • Anchor Investment Management's Factset position peaked at $12.5K in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.