Diversify Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Diversify Advisory Services's FDS Position: Q4 2025 in Review
Diversify Advisory Services sold out of Factset (FDS) in Q4 2025, closing a stake of 833 shares — an estimated $220K sold.
Diversify Advisory Services first reported a position in FDS in Q2 2025 and held it in 2 quarters. The position peaked at $462K in Q2 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.
- Diversify Advisory Services reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
- Diversify Advisory Services sold 833 Factset shares in Q4 2025, an estimated $220K.
- Diversify Advisory Services first reported a position in Factset in Q2 2025 and held it in 2 quarters.
- Diversify Advisory Services's Factset position peaked at $462K in Q2 2025.
- 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.
Based on Diversify Advisory Services's 13F filing for Q4 2025, filed 23 Jan 2026.