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Drive Wealth Management’s Factset FDS Stock Holding History

Drive Wealth Management’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 		$273K Buy
+1,187
New +$273K 0.05% 330
2025
Q1 		– Sell
-455
Closed -$218K – 343
2024
Q4 		$218K Sell
455
-10
-2% -$4.75K 0.05% 288
2024
Q3 		$214K Buy
+465
New +$197K 0.06% 285
2024
Q2 		– Sell
-469
Closed -$213K – 326
2024
Q1 		$213K Sell
469
-18
-4% -$8.39K 0.06% 281
2023
Q4 		$233K Buy
487
+24
+5% +$10.8K 0.08% 248
2023
Q3 		$203K Buy
+463
New +$197K 0.07% 243

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 $3.38T AUM 44.17% 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

Drive Wealth Management's FDS Position: Q2 2026 in Review

Drive Wealth Management opened a new position in Factset (FDS) in Q2 2026: 1,187 shares worth $273K. The stake represents 0.05% of the portfolio and ranks #330 among its holdings. This is a return to the name: Drive Wealth Management previously reported a position in FDS as recently as Q4 2024.

Drive Wealth Management first reported a position in FDS in Q3 2023 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Drive Wealth Management held 1,187 shares of Factset worth $273K as of Q2 2026.
  • Factset was a new Drive Wealth Management position in Q2 2026.
  • Factset made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Drive Wealth Management first reported a position in Factset in Q3 2023 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.