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Buck Wealth Strategies’s Factset FDS Stock Holding History

Buck Wealth Strategies’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 		$3.22K Buy
+14
New +$3.21K ﹤0.01% 793
2023
Q3 		– Sell
-37
Closed -$14.8K – 382
2023
Q2 		$14.8K Buy
+37
New +$14.9K 0.01% 138

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 $3.38T AUM 44.17% 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

Buck Wealth Strategies's FDS Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Factset (FDS) in Q2 2026: 14 shares worth $3.22K. The stake represents ﹤0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in FDS as recently as Q2 2023.

Buck Wealth Strategies first reported a position in FDS in Q2 2023 and has held it in 2 quarters since. The position peaked at $14.8K in Q2 2023. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Buck Wealth Strategies held 14 shares of Factset worth $3.22K as of Q2 2026.
  • Factset was a new Buck Wealth Strategies position in Q2 2026.
  • Factset made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #793 holding.
  • Buck Wealth Strategies first reported a position in Factset in Q2 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Factset position peaked at $14.8K in Q2 2023.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.