EWP
FDS icon

Elevation Wealth Partners’s Factset FDS Stock Holding History

Elevation Wealth Partners’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
Q3 		$38.6K Hold
143
– – 0.01% 464
2026
Q2 		$32.9K Sell
143
-23
-14% -$5.28K 0.01% 427
2026
Q1 		$36K Buy
166
+125
+305% +$29.2K 0.01% 286
2025
Q4 		$11.9K Buy
+41
New +$11.5K ﹤0.01% 455

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Elevation Wealth Partners's FDS Position: Q3 2026 in Review

Elevation Wealth Partners held its Factset (FDS) position steady in Q3 2026 at 143 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #464.

Elevation Wealth Partners first reported a position in FDS in Q4 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Elevation Wealth Partners held 143 shares of Factset worth $38.6K as of Q3 2026.
  • Elevation Wealth Partners left its Factset share count unchanged in Q3 2026.
  • Factset made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #464 holding.
  • Elevation Wealth Partners first reported a position in Factset in Q4 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.