BFG
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Bouchey Financial Group’s Factset FDS Stock Holding History

Bouchey Financial Group’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
-537
Closed -$240K – 154
2025
Q2 		$240K Sell
537
-10
-2% -$4.38K 0.02% 125
2025
Q1 		$249K Buy
547
+3
+0.6% +$1.37K 0.02% 116
2024
Q4 		$261K Buy
544
+13
+2% +$6.18K 0.02% 114
2024
Q3 		$244K Buy
531
+16
+3% +$6.79K 0.02% 129
2024
Q2 		$210K Buy
515
+5
+1% +$2.13K 0.02% 138
2024
Q1 		$232K Hold
510
– – 0.02% 125
2023
Q4 		$243K Hold
510
– – 0.03% 116
2023
Q3 		$223K Buy
+510
New +$217K 0.03% 113

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Bouchey Financial Group's FDS Position: Q3 2025 in Review

Bouchey Financial Group sold out of Factset (FDS) in Q3 2025, closing a stake of 537 shares — an estimated $240K sold.

Bouchey Financial Group first reported a position in FDS in Q3 2023 and held it in 8 quarters. The position peaked at $261K in Q4 2024. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Bouchey Financial Group reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Bouchey Financial Group sold 537 Factset shares in Q3 2025, an estimated $240K.
  • Bouchey Financial Group first reported a position in Factset in Q3 2023 and held it in 8 quarters.
  • Bouchey Financial Group's Factset position peaked at $261K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Bouchey Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.