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Atlas Legacy Advisors’s Factset FDS Stock Holding History

Atlas Legacy 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
2025
Q4 		– Sell
-855
Closed -$245K – 201
2025
Q3 		$245K Buy
855
+164
+24% +$62.7K 0.05% 183
2025
Q2 		$309K Sell
691
-229
-25% -$100K 0.07% 146
2025
Q1 		$418K Buy
920
+2
+0.2% +$911 0.11% 119
2024
Q4 		$441K Buy
+918
New +$436K 0.11% 115

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atlas Legacy Advisors's FDS Position: Q4 2025 in Review

Atlas Legacy Advisors sold out of Factset (FDS) in Q4 2025, closing a stake of 855 shares — an estimated $245K sold.

Atlas Legacy Advisors first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $441K in Q4 2024. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Atlas Legacy Advisors reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Atlas Legacy Advisors sold 855 Factset shares in Q4 2025, an estimated $245K.
  • Atlas Legacy Advisors first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Atlas Legacy Advisors's Factset position peaked at $441K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Atlas Legacy Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.