EF
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Empirical Finance’s Factset FDS Stock Holding History

Empirical Finance’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 		$231K Buy
1,004
+45
+5% +$10.3K 0.01% 500
2026
Q1 		$208K Sell
959
-1
-0.1% -$233 0.01% 480
2025
Q4 		$279K Sell
960
-35
-4% -$9.83K 0.01% 459
2025
Q3 		$285K Buy
995
+13
+1% +$4.97K 0.01% 483
2025
Q2 		$439K Buy
982
+11
+1% +$4.82K 0.02% 437
2025
Q1 		$441K Buy
971
+54
+6% +$24.6K 0.03% 424
2024
Q4 		$440K Buy
917
+2
+0.2% +$950 0.03% 427
2024
Q3 		$421K Buy
915
+44
+5% +$18.7K 0.02% 439
2024
Q2 		$356K Sell
871
-67
-7% -$28.5K 0.02% 452
2024
Q1 		$426K Buy
938
+47
+5% +$21.9K 0.03% 453
2023
Q4 		$425K Buy
891
+23
+3% +$10.3K 0.03% 439
2023
Q3 		$380K Buy
868
+135
+18% +$57.5K 0.03% 444
2023
Q2 		$294K Buy
733
+145
+25% +$58.5K 0.02% 469
2023
Q1 		$244K Buy
588
+68
+13% +$28.3K 0.02% 475
2022
Q4 		$209K Buy
+520
New +$221K 0.02% 484

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

Empirical Finance's FDS Position: Q2 2026 in Review

Empirical Finance increased its Factset (FDS) stake by 4.7% in Q2 2026, buying an estimated $10.3K and bringing the position to 1,004 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #500.

Empirical Finance first reported a position in FDS in Q4 2022 and has held it in 15 quarters since. The position peaked at $441K in Q1 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Empirical Finance held 1,004 shares of Factset worth $231K as of Q2 2026.
  • Empirical Finance bought 45 Factset shares in Q2 2026, an estimated $10.3K.
  • Factset made up 0.01% of Empirical Finance's portfolio in Q2 2026, its #500 holding.
  • Empirical Finance first reported a position in Factset in Q4 2022 and has held it in 15 quarters since.
  • Empirical Finance's Factset position peaked at $441K in Q1 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.