Balance Wealth
FDS icon

Balance Wealth’s Factset FDS Stock Holding History

Balance 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
Q3 		$1.26K Buy
+5
New +$1.38K ﹤0.01% 812

Other funds holding FDS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Balance Wealth's FDS Position: Q3 2026 in Review

Balance Wealth opened a new position in Factset (FDS) in Q3 2026: 5 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings.

691 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Balance Wealth held 5 shares of Factset worth $1.26K as of Q3 2026.
  • Factset was a new Balance Wealth position in Q3 2026.
  • Factset made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #812 holding.
  • 691 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.