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Crewe Advisors’s Factset FDS Stock Holding History

Crewe Advisors’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
-8
Closed -$2.32K – 1077
2025
Q4 		$2.32K Hold
8
– – ﹤0.01% 849
2025
Q3 		$2.29K Buy
+8
New +$3.06K ﹤0.01% 830
2024
Q3 		– Sell
-68
Closed -$27.8K – 812
2024
Q2 		$27.8K Buy
68
+60
+750% +$25.5K ﹤0.01% 488
2024
Q1 		$3.64K Buy
+8
New +$3.73K ﹤0.01% 787
2023
Q4 		– Sell
-1
Closed -$438 – 516
2023
Q3 		$438 Hold
1
– – ﹤0.01% 396
2023
Q2 		$401 Buy
+1
New +$403 ﹤0.01% 650
2020
Q4 		– Sell
-7
Closed -$2K – 529
2020
Q3 		$2K Buy
+7
New +$2.42K ﹤0.01% 502

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 $3.37T AUM 44.26% 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

Crewe Advisors's FDS Position: Q1 2026 in Review

Crewe Advisors sold out of Factset (FDS) in Q1 2026, closing a stake of 8 shares — an estimated $2.32K sold.

Crewe Advisors first reported a position in FDS in Q3 2020 and held it in 7 quarters. The position peaked at $27.8K in Q2 2024. 723 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Crewe Advisors reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Crewe Advisors sold 8 Factset shares in Q1 2026, an estimated $2.32K.
  • Crewe Advisors first reported a position in Factset in Q3 2020 and held it in 7 quarters.
  • Crewe Advisors's Factset position peaked at $27.8K in Q2 2024.
  • 723 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.