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Brown, Lisle/Cummings’s Factset FDS Stock Holding History

Brown, Lisle/Cummings’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 		$1.3K Buy
+6
New +$1.4K ﹤0.01% 898

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown, Lisle/Cummings's FDS Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Factset (FDS) in Q1 2026: 6 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #898 among its holdings.

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

  • Brown, Lisle/Cummings held 6 shares of Factset worth $1.3K as of Q1 2026.
  • Factset was a new Brown, Lisle/Cummings position in Q1 2026.
  • Factset made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #898 holding.
  • 721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.