Congress Wealth Management’s Factset FDS Stock Holding History

Congress Wealth 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
2025 Q2	$3.53M	Buy	+7,885	New	+$3.45M	0.03%	451
2025 Q1	–	Sell	-27,764	Closed	-$13.3M	–	1081
2024 Q4	$13.3M	Sell	27,764 -540	-2%	-$257K	0.18%	163
2024 Q3	$13M	Buy	28,304 +330	+1%	+$140K	0.17%	175
2024 Q2	$11.4M	Buy	27,974 +366	+1%	+$156K	0.18%	156
2024 Q1	$12.5M	Buy	27,608 +434	+2%	+$202K	0.22%	140
2023 Q4	$13M	Buy	27,174 +543	+2%	+$244K	0.24%	124
2023 Q3	$11.6M	Buy	26,631 +683	+3%	+$291K	0.24%	123
2023 Q2	$10.4M	Buy	+25,948	New	+$10.5M	0.24%	131

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Congress Wealth Management's FDS Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Factset (FDS) in Q2 2025: 7,885 shares worth $3.53M. The stake represents 0.03% of the portfolio and ranks #451 among its holdings. This is a return to the name: Congress Wealth Management previously reported a position in FDS as recently as Q4 2024.

Congress Wealth Management first reported a position in FDS in Q2 2023 and has held it in 8 quarters since. The position peaked at $13.3M in Q4 2024. 837 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

Congress Wealth Management held 7,885 shares of Factset worth $3.53M as of Q2 2025.
Factset was a new Congress Wealth Management position in Q2 2025.
Factset made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #451 holding.
Congress Wealth Management first reported a position in Factset in Q2 2023 and has held it in 8 quarters since.
Congress Wealth Management's Factset position peaked at $13.3M in Q4 2024.
837 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.