Michael J. Porro & Co. Financial Advisors, Inc.’s Factset FDS Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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
2025 Q4	$364K	Buy	+1,253	New	+$352K	0.3%	90

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Michael J. Porro & Co. Financial Advisors, Inc.'s FDS Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Factset (FDS) in Q4 2025: 1,253 shares worth $364K. The stake represents 0.3% of the portfolio and ranks #90 among its holdings.

797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 1,253 shares of Factset worth $364K as of Q4 2025.
Factset was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Factset made up 0.3% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #90 holding.
797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.