Aviva
FDS icon

Aviva’s Factset FDS Stock Holding History

Aviva’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 		– Sell
-2,150
Closed -$467K – 879
2026
Q1 		$467K Buy
2,150
+743
+53% +$173K ﹤0.01% 709
2025
Q4 		$408K Sell
1,407
-28,389
-95% -$7.97M ﹤0.01% 843
2025
Q3 		$8.54M Buy
29,796
+1,808
+6% +$691K 0.02% 557
2025
Q2 		$12.5M Buy
27,988
+1,770
+7% +$775K 0.03% 475
2025
Q1 		$11.9M Buy
26,218
+3,296
+14% +$1.5M 0.03% 425
2024
Q4 		$11M Sell
22,922
-60,910
-73% -$28.9M 0.03% 423
2024
Q3 		$38.6M Buy
83,832
+2,071
+3% +$879K 0.1% 247
2024
Q2 		$33.4M Buy
81,761
+22,488
+38% +$9.56M 0.09% 251
2024
Q1 		$26.9M Buy
59,273
+9,652
+19% +$4.5M 0.09% 274
2023
Q4 		$23.7M Sell
49,621
-953
-2% -$429K 0.08% 281
2023
Q3 		$22.1M Buy
50,574
+3,488
+7% +$1.49M 0.09% 285
2023
Q2 		$18.9M Buy
47,086
+43,976
+1,414% +$17.7M 0.08% 325
2023
Q1 		$1.29M Sell
3,110
-17,422
-85% -$7.26M 0.01% 824
2022
Q4 		$8.24M Buy
20,532
+807
+4% +$344K 0.04% 492
2022
Q3 		$7.89M Sell
19,725
-9,905
-33% -$4.19M 0.05% 482
2022
Q2 		$11.4M Sell
29,630
-2,361
-7% -$924K 0.06% 414
2022
Q1 		$13.9M Buy
31,991
+12,503
+64% +$5.28M 0.07% 354
2021
Q4 		$9.47M Buy
19,488
+3,483
+22% +$1.56M 0.04% 411
2021
Q3 		$6.32M Buy
16,005
+2,602
+19% +$946K 0.03% 512
2021
Q2 		$4.5M Buy
13,403
+958
+8% +$314K 0.02% 623
2021
Q1 		$3.84M Buy
12,445
+33
+0.3% +$10.4K 0.02% 587
2020
Q4 		$4.13M Buy
12,412
+825
+7% +$273K 0.02% 536
2020
Q3 		$3.88M Buy
+11,587
New +$4.01M 0.02% 510

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

Aviva's FDS Position: Q2 2026 in Review

Aviva sold out of Factset (FDS) in Q2 2026, closing a stake of 2,150 shares — an estimated $467K sold.

Aviva first reported a position in FDS in Q3 2020 and held it in 23 quarters. The position peaked at $38.6M in Q3 2024. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Aviva reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Aviva sold 2,150 Factset shares in Q2 2026, an estimated $467K.
  • Aviva first reported a position in Factset in Q3 2020 and held it in 23 quarters.
  • Aviva's Factset position peaked at $38.6M in Q3 2024.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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