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Deane Retirement Strategies’s Factset FDS Stock Holding History

Deane Retirement Strategies’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 		$3.76M Buy
+16,335
New +$3.75M 1.59% 29
2017
Q3 		– Sell
-8,912
Closed -$1.48M – 65
2017
Q2 		$1.48M Buy
+8,912
New +$1.46M 1.19% 32

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Deane Retirement Strategies's FDS Position: Q2 2026 in Review

Deane Retirement Strategies opened a new position in Factset (FDS) in Q2 2026: 16,335 shares worth $3.76M. The stake represents 1.59% of the portfolio and ranks #29 among its holdings. This is a return to the name: Deane Retirement Strategies previously reported a position in FDS as recently as Q2 2017.

Deane Retirement Strategies first reported a position in FDS in Q2 2017 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Deane Retirement Strategies held 16,335 shares of Factset worth $3.76M as of Q2 2026.
  • Factset was a new Deane Retirement Strategies position in Q2 2026.
  • Factset made up 1.59% of Deane Retirement Strategies's portfolio in Q2 2026, its #29 holding.
  • Deane Retirement Strategies first reported a position in Factset in Q2 2017 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.