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Bennett Associates Wealth Management’s Factset FDS Stock Holding History

Bennett Associates Wealth 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
Q1 		$273K Buy
+1,258
New +$294K 0.18% 49

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bennett Associates Wealth Management's FDS Position: Q1 2026 in Review

Bennett Associates Wealth Management opened a new position in Factset (FDS) in Q1 2026: 1,258 shares worth $273K. The stake represents 0.18% of the portfolio and ranks #49 among its holdings.

718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Bennett Associates Wealth Management held 1,258 shares of Factset worth $273K as of Q1 2026.
  • Factset was a new Bennett Associates Wealth Management position in Q1 2026.
  • Factset made up 0.18% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #49 holding.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.