Bennett Selby Investments’s Factset FDS Stock Holding History

Bennett Selby Investments’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 Q3	–	Sell	-623	Closed	-$279K	–	81
2025 Q2	$279K	Buy	623 +1	+0.2%	+$438	0.1%	68
2025 Q1	$283K	Hold	622	–	–	0.11%	66
2024 Q4	$299K	Hold	622	–	–	0.12%	62
2024 Q3	$286K	Hold	622	–	–	0.12%	63
2024 Q2	$254K	Buy	622 +4	+0.6%	+$1.7K	0.11%	64
2024 Q1	$281K	Buy	618 +2	+0.3%	+$932	0.13%	57
2023 Q4	$294K	Buy	616 +1	+0.2%	+$450	0.15%	52
2023 Q3	$269K	Hold	615	–	–	0.16%	51
2023 Q2	$247K	Hold	615	–	–	0.14%	52
2023 Q1	$255K	Hold	615	–	–	0.17%	48
2022 Q4	$247K	Hold	615	–	–	0.19%	48
2022 Q3	$246K	Hold	615	–	–	0.2%	47
2022 Q2	$237K	Hold	615	–	–	0.18%	49
2022 Q1	$267K	Sell	615 -1	-0.2%	-$422	0.16%	56
2021 Q4	$299K	Sell	616 -1	-0.2%	-$448	0.17%	49
2021 Q3	$243K	Buy	617 +1	+0.2%	+$364	0.16%	53
2021 Q2	$207K	Buy	+616	New	+$202K	0.14%	51
2021 Q1	–	Sell	-616	Closed	-$205K	–	52
2020 Q4	$205K	Buy	+616	New	+$204K	0.17%	49

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Bennett Selby Investments's FDS Position: Q3 2025 in Review

Bennett Selby Investments sold out of Factset (FDS) in Q3 2025, closing a stake of 623 shares — an estimated $279K sold.

Bennett Selby Investments first reported a position in FDS in Q4 2020 and held it in 18 quarters. The position peaked at $299K in Q4 2021. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Bennett Selby Investments reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Bennett Selby Investments sold 623 Factset shares in Q3 2025, an estimated $279K.
Bennett Selby Investments first reported a position in Factset in Q4 2020 and held it in 18 quarters.
Bennett Selby Investments's Factset position peaked at $299K in Q4 2021.
773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Bennett Selby Investments's 13F filing for Q3 2025, filed 8 Oct 2025.