Beese Fulmer Investment Management’s Factset FDS Stock Holding History

Beese Fulmer Investment Management’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	$236K	Buy	+1,024	New	+$235K	0.01%	347

Other funds holding FDS

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Investment House LLC Redondo Beach, California $1.92B AUM 25.81% 1-Year Est. Return

Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beese Fulmer Investment Management's FDS Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Factset (FDS) in Q2 2026: 1,024 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings.

255 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Beese Fulmer Investment Management held 1,024 shares of Factset worth $236K as of Q2 2026.
Factset was a new Beese Fulmer Investment Management position in Q2 2026.
Factset made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #347 holding.
255 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.