CFM
FDS icon

Catalyst Funds Management’s Factset FDS Stock Holding History

Catalyst Funds Management’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 		– Sell
-6,012
Closed -$1.74M – 634
2025
Q4 		$1.74M Buy
+6,012
New +$1.69M 0.4% 60
2025
Q2 		– Sell
-600
Closed -$273K – 528
2025
Q1 		$273K Buy
+600
New +$273K 0.07% 286

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
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

Catalyst Funds Management's FDS Position: Q1 2026 in Review

Catalyst Funds Management sold out of Factset (FDS) in Q1 2026, closing a stake of 6,012 shares — an estimated $1.74M sold.

Catalyst Funds Management first reported a position in FDS in Q1 2025 and held it in 2 quarters. The position peaked at $1.74M in Q4 2025. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Catalyst Funds Management reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Catalyst Funds Management sold 6,012 Factset shares in Q1 2026, an estimated $1.74M.
  • Catalyst Funds Management first reported a position in Factset in Q1 2025 and held it in 2 quarters.
  • Catalyst Funds Management's Factset position peaked at $1.74M in Q4 2025.
  • 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.