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Benjamin Edwards Inc’s Factset FDS Stock Holding History

Benjamin Edwards Inc’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 		$765K Buy
3,324
+1,955
+143% +$449K 0.01% 901
2026
Q1 		$297K Sell
1,369
-1,224
-47% -$286K ﹤0.01% 1165
2025
Q4 		$752K Buy
2,593
+242
+10% +$67.9K 0.01% 809
2025
Q3 		$673K Buy
2,351
+207
+10% +$79.1K 0.01% 834
2025
Q2 		$959K Buy
2,144
+146
+7% +$64K 0.01% 642
2025
Q1 		$909K Buy
1,998
+36
+2% +$16.4K 0.01% 605
2024
Q4 		$943K Buy
1,962
+433
+28% +$206K 0.01% 626
2024
Q3 		$704K Buy
+1,529
New +$649K 0.01% 696

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

Benjamin Edwards Inc's FDS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Factset (FDS) stake by 143% in Q2 2026, buying an estimated $449K and bringing the position to 3,324 shares worth $765K. The position accounts for 0.01% of the portfolio, ranked #901.

Benjamin Edwards Inc first reported a position in FDS in Q3 2024 and has held it in 8 quarters since. The position peaked at $959K in Q2 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Benjamin Edwards Inc held 3,324 shares of Factset worth $765K as of Q2 2026.
  • Benjamin Edwards Inc bought 1,955 Factset shares in Q2 2026, an estimated $449K.
  • Factset made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #901 holding.
  • Benjamin Edwards Inc first reported a position in Factset in Q3 2024 and has held it in 8 quarters since.
  • Benjamin Edwards Inc's Factset position peaked at $959K in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.