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B. Metzler seel. Sohn & Co’s Factset FDS Stock Holding History

B. Metzler seel. Sohn & Co’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
-985
Closed -$282K – 739
2025
Q3 		$282K Sell
985
-700
-42% -$267K ﹤0.01% 704
2025
Q2 		$754K Hold
1,685
– – 0.01% 589
2025
Q1 		$766K Sell
1,685
-421
-20% -$192K 0.01% 574
2024
Q4 		$1.01M Buy
2,106
+506
+32% +$240K 0.01% 533
2024
Q3 		$736K Buy
1,600
+615
+62% +$261K 0.01% 597
2024
Q2 		$402K Sell
985
-493
-33% -$209K ﹤0.01% 658
2024
Q1 		$672K Buy
1,478
+104
+8% +$48.5K 0.01% 577
2023
Q4 		$655K Sell
1,374
-146
-10% -$65.7K 0.01% 572
2023
Q3 		$665K Buy
1,520
+567
+59% +$241K 0.01% 540
2023
Q2 		$382K Buy
953
+295
+45% +$119K 0.01% 612
2023
Q1 		$273K Hold
658
– – ﹤0.01% 646
2022
Q4 		$264K Sell
658
-476
-42% -$203K ﹤0.01% 649
2022
Q3 		$454K Buy
1,134
+174
+18% +$73.7K 0.01% 557
2022
Q2 		$369K Hold
960
– – 0.01% 610
2022
Q1 		$417K Hold
960
– – 0.01% 636
2021
Q4 		$465K Sell
960
-65
-6% -$29.1K 0.01% 571
2021
Q3 		$405K Hold
1,025
– – 0.01% 594
2021
Q2 		$344K Sell
1,025
-156
-13% -$51.1K 0.01% 603
2021
Q1 		$364K Sell
1,181
-450
-28% -$142K 0.01% 589
2020
Q4 		$565K Buy
+1,631
New +$539K 0.01% 507

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

B. Metzler seel. Sohn & Co's FDS Position: Q4 2025 in Review

B. Metzler seel. Sohn & Co sold out of Factset (FDS) in Q4 2025, closing a stake of 985 shares — an estimated $282K sold.

B. Metzler seel. Sohn & Co first reported a position in FDS in Q4 2020 and held it in 20 quarters. The position peaked at $1.01M in Q4 2024. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • B. Metzler seel. Sohn & Co reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 985 Factset shares in Q4 2025, an estimated $282K.
  • B. Metzler seel. Sohn & Co first reported a position in Factset in Q4 2020 and held it in 20 quarters.
  • B. Metzler seel. Sohn & Co's Factset position peaked at $1.01M in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2025, filed 28 Jan 2026.