Colonial Trust Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Colonial Trust Advisors's FDS Position: Q2 2026 in Review
Colonial Trust Advisors opened a new position in Factset (FDS) in Q2 2026: 27 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #641 among its holdings. This is a return to the name: Colonial Trust Advisors previously reported a position in FDS as recently as Q1 2024.
Colonial Trust Advisors first reported a position in FDS in Q4 2022 and has held it in 4 quarters since. The position peaked at $8.3K in Q1 2023. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Colonial Trust Advisors held 27 shares of Factset worth $6.21K as of Q2 2026.
- Factset was a new Colonial Trust Advisors position in Q2 2026.
- Factset made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #641 holding.
- Colonial Trust Advisors first reported a position in Factset in Q4 2022 and has held it in 4 quarters since.
- Colonial Trust Advisors's Factset position peaked at $8.3K in Q1 2023.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.