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 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 $44.7B AUM 17.24% 1-Year Est. Return

NONA

Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DRS

Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CX Institutional's FDS Position: Q2 2026 in Review

CX Institutional increased its Factset (FDS) stake by 76% in Q2 2026, buying an estimated $23.7K and bringing the position to 239 shares worth $55K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

CX Institutional first reported a position in FDS in Q2 2020 and has held it in 13 quarters since. The position peaked at $93K in Q2 2025. 112 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

CX Institutional held 239 shares of Factset worth $55K as of Q2 2026.
CX Institutional bought 103 Factset shares in Q2 2026, an estimated $23.7K.
Factset made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #962 holding.
CX Institutional first reported a position in Factset in Q2 2020 and has held it in 13 quarters since.
CX Institutional's Factset position peaked at $93K in Q2 2025.
112 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.