Crossmark Global Holdings’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$595K Buy
+2,588
New +$594K 0.01% 810
2026
Q1
Sell
-788
Closed -$229K 1255
2025
Q4
$229K Sell
788
-854
-52% -$240K ﹤0.01% 1138
2025
Q3
$470K Buy
+1,642
New +$627K 0.01% 920
2025
Q2
Sell
-809
Closed -$368K 1339
2025
Q1
$368K Buy
809
+38
+5% +$17.3K 0.01% 992
2024
Q4
$371K Sell
771
-1,655
-68% -$786K 0.01% 962
2024
Q3
$1.11M Sell
2,426
-612
-20% -$260K 0.02% 576
2024
Q2
$1.24M Sell
3,038
-467
-13% -$198K 0.02% 522
2024
Q1
$1.59M Sell
3,505
-87
-2% -$40.6K 0.03% 483
2023
Q4
$1.71M Sell
3,592
-44
-1% -$19.8K 0.04% 445
2023
Q3
$1.65M Sell
3,636
-131
-3% -$55.8K 0.04% 440
2023
Q2
$1.65M Buy
3,767
+106
+3% +$42.8K 0.04% 460
2023
Q1
$1.52M Sell
3,661
-335
-8% -$140K 0.04% 473
2022
Q4
$1.6M Buy
3,996
+312
+8% +$133K 0.04% 445
2022
Q3
$1.47M Sell
3,684
-518
-12% -$219K 0.04% 443
2022
Q2
$1.62M Buy
4,202
+32
+0.8% +$12.5K 0.04% 436
2022
Q1
$1.81M Buy
4,170
+98
+2% +$41.3K 0.04% 450
2021
Q4
$1.98M Buy
4,072
+436
+12% +$196K 0.04% 419
2021
Q3
$1.44M Sell
3,636
-130
-3% -$47.3K 0.03% 496
2021
Q2
$1.26M Sell
3,766
-352
-9% -$115K 0.03% 536
2021
Q1
$1.27M Buy
4,118
+140
+4% +$44.3K 0.03% 513
2020
Q4
$1.32M Buy
3,978
+300
+8% +$99.1K 0.03% 487
2020
Q3
$1.23M Sell
3,678
-30
-0.8% -$10.4K 0.03% 472
2020
Q2
$1.22M Buy
3,708
+298
+9% +$86.1K 0.04% 471
2020
Q1
$889K Sell
3,410
-108
-3% -$29.4K 0.03% 495
2019
Q4
$944K Sell
3,518
-588
-14% -$151K 0.03% 574
2019
Q3
$998K Sell
4,106
-203
-5% -$56.3K 0.03% 533
2019
Q2
$1.24M Sell
4,309
-219
-5% -$60.6K 0.03% 507
2019
Q1
$1.12M Buy
4,528
+270
+6% +$60.4K 0.03% 524
2018
Q4
$852K Sell
4,258
-379
-8% -$83.5K 0.03% 563
2018
Q3
$1.04M Sell
4,637
-770
-14% -$167K 0.03% 596
2018
Q2
$1.07M Buy
5,407
+101
+2% +$20.2K 0.03% 569
2018
Q1
$1.06M Sell
5,306
-100
-2% -$20.2K 0.03% 591
2017
Q4
$1.04M Buy
5,406
+346
+7% +$66.4K 0.03% 636
2017
Q3
$911K Buy
+5,060
New +$826K 0.02% 644
2016
Q3
$911K Buy
+5,060
New +$872K 0.02% 644

Other funds holding FDS

Crossmark Global Holdings's FDS Position: Q2 2026 in Review

Crossmark Global Holdings opened a new position in Factset (FDS) in Q2 2026: 2,588 shares worth $595K. The stake represents 0.01% of the portfolio and ranks #810 among its holdings. This is a return to the name: Crossmark Global Holdings previously reported a position in FDS as recently as Q4 2025.

Crossmark Global Holdings first reported a position in FDS in Q3 2016 and has held it in 35 quarters since. The position peaked at $1.98M in Q4 2021. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Crossmark Global Holdings held 2,588 shares of Factset worth $595K as of Q2 2026.
  • Factset was a new Crossmark Global Holdings position in Q2 2026.
  • Factset made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #810 holding.
  • Crossmark Global Holdings first reported a position in Factset in Q3 2016 and has held it in 35 quarters since.
  • Crossmark Global Holdings's Factset position peaked at $1.98M in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.