Ankerstar Wealth’s Factset FDS Stock Holding History

Ankerstar Wealth’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	$4.83K	Hold	21	–	–	﹤0.01%	336
2026 Q1	$4.56K	Hold	21	–	–	﹤0.01%	321
2025 Q4	$6.09K	Buy	+21	New	+$5.89K	0.01%	325

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

Ankerstar Wealth's FDS Position: Q2 2026 in Review

Ankerstar Wealth held its Factset (FDS) position steady in Q2 2026 at 21 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Ankerstar Wealth first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.09K in Q4 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Ankerstar Wealth held 21 shares of Factset worth $4.83K as of Q2 2026.
Ankerstar Wealth left its Factset share count unchanged in Q2 2026.
Factset made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #336 holding.
Ankerstar Wealth first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
Ankerstar Wealth's Factset position peaked at $6.09K in Q4 2025.
762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.