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Cynosure Group’s Factset FDS Stock Holding History

Cynosure Group’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
-1,673
Closed -$485K – 297
2025
Q4 		$485K Buy
+1,673
New +$470K 0.05% 204

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cynosure Group's FDS Position: Q1 2026 in Review

Cynosure Group sold out of Factset (FDS) in Q1 2026, closing a stake of 1,673 shares — an estimated $485K sold.

Cynosure Group first reported a position in FDS in Q4 2025 and held it in 1 quarter. The position peaked at $485K in Q4 2025. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Cynosure Group reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Cynosure Group sold 1,673 Factset shares in Q1 2026, an estimated $485K.
  • Cynosure Group first reported a position in Factset in Q4 2025 and held it in 1 quarter.
  • Cynosure Group's Factset position peaked at $485K in Q4 2025.
  • 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.