Argo Wealth Advisory’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Argo Wealth Advisory's FDS Position: Q2 2026 in Review
Argo Wealth Advisory increased its Factset (FDS) stake by 3.3% in Q2 2026, buying an estimated $55.3K and bringing the position to 7,630 shares worth $1.76M. The position accounts for 0.97% of the portfolio, ranked #36.
Argo Wealth Advisory first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Argo Wealth Advisory held 7,630 shares of Factset worth $1.76M as of Q2 2026.
- Argo Wealth Advisory bought 241 Factset shares in Q2 2026, an estimated $55.3K.
- Factset made up 0.97% of Argo Wealth Advisory's portfolio in Q2 2026, its #36 holding.
- Argo Wealth Advisory first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
- 760 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Argo Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.