CX Institutional’s Factset FDS Stock Holding History

CX Institutional’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 Q3	$125K	Buy	463 +224	+94%	+$61.6K	﹤0.01%	834
2026 Q2	$55K	Buy	239 +103	+76%	+$23.7K	﹤0.01%	962
2026 Q1	$30K	Sell	136 -146	-52%	-$34.1K	﹤0.01%	1056
2025 Q4	$82K	Buy	282 +257	+1,028%	+$72.1K	﹤0.01%	885
2025 Q3	$7K	Sell	25 -182	-88%	-$69.5K	﹤0.01%	1234
2025 Q2	$93K	Buy	207 +76	+58%	+$33.3K	﹤0.01%	776
2025 Q1	$60K	Buy	+131	New	+$59.6K	﹤0.01%	814
2022 Q3	–	Sell	-8	Closed	-$3K	–	699
2022 Q2	$3K	Buy	+8	New	+$3.13K	﹤0.01%	1064
2021 Q4	–	Sell	-5	Closed	-$2K	–	535
2021 Q3	$2K	Hold	5	–	–	﹤0.01%	902
2021 Q2	$2K	Hold	5	–	–	﹤0.01%	900
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	825
2020 Q4	$2K	Hold	5	–	–	﹤0.01%	811
2020 Q3	$2K	Buy	5 +1	+25%	+$346	﹤0.01%	806
2020 Q2	$1K	Buy	+4	New	+$1.16K	﹤0.01%	793

Other funds holding FDS

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

CX Institutional's FDS Position: Q3 2026 in Review

CX Institutional increased its Factset (FDS) stake by 94% in Q3 2026, buying an estimated $61.6K and bringing the position to 463 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

CX Institutional first reported a position in FDS in Q2 2020 and has held it in 14 quarters since. 177 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

CX Institutional held 463 shares of Factset worth $125K as of Q3 2026.
CX Institutional bought 224 Factset shares in Q3 2026, an estimated $61.6K.
Factset made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #834 holding.
CX Institutional first reported a position in Factset in Q2 2020 and has held it in 14 quarters since.
177 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.