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Catalyst Financial Partners’s Factset FDS Stock Holding History

Catalyst Financial Partners’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 		$258K Buy
+1,120
New +$257K 0.03% 351

Other funds holding FDS

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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
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

Catalyst Financial Partners's FDS Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in Factset (FDS) in Q2 2026: 1,120 shares worth $258K. The stake represents 0.03% of the portfolio and ranks #351 among its holdings.

764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Catalyst Financial Partners held 1,120 shares of Factset worth $258K as of Q2 2026.
  • Factset was a new Catalyst Financial Partners position in Q2 2026.
  • Factset made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #351 holding.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.