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Cornerstone Financial Management’s Factset FDS Stock Holding History

Cornerstone Financial 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
Q2 		$460 Buy
+2
New +$459 ﹤0.01% 1423
2026
Q1 		– Sell
-9
Closed -$2.61K – 1335
2025
Q4 		$2.61K Buy
+9
New +$2.53K ﹤0.01% 604

Other funds holding FDS

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Vanguard Capital Management
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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

Cornerstone Financial Management's FDS Position: Q2 2026 in Review

Cornerstone Financial Management opened a new position in Factset (FDS) in Q2 2026: 2 shares worth $460. The stake represents ﹤0.01% of the portfolio and ranks #1423 among its holdings. This is a return to the name: Cornerstone Financial Management previously reported a position in FDS as recently as Q4 2025.

Cornerstone Financial Management first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.61K in Q4 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Cornerstone Financial Management held 2 shares of Factset worth $460 as of Q2 2026.
  • Factset was a new Cornerstone Financial Management position in Q2 2026.
  • Factset made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1423 holding.
  • Cornerstone Financial Management first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Financial Management's Factset position peaked at $2.61K in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.