FCM
FDS icon

Fieldview Capital Management’s Factset FDS Stock Holding History

Fieldview Capital 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 		– Sell
-2,943
Closed -$639K – 586
2026
Q1 		$639K Buy
2,943
+684
+30% +$160K 0.19% 189
2025
Q4 		$656K Buy
+2,259
New +$634K 0.11% 232
2025
Q3 		– Sell
-1,773
Closed -$793K – 440
2025
Q2 		$793K Buy
+1,773
New +$777K 0.12% 207

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

Fieldview Capital Management's FDS Position: Q2 2026 in Review

Fieldview Capital Management sold out of Factset (FDS) in Q2 2026, closing a stake of 2,943 shares — an estimated $639K sold.

Fieldview Capital Management first reported a position in FDS in Q2 2025 and held it in 3 quarters. The position peaked at $793K in Q2 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Fieldview Capital Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 2,943 Factset shares in Q2 2026, an estimated $639K.
  • Fieldview Capital Management first reported a position in Factset in Q2 2025 and held it in 3 quarters.
  • Fieldview Capital Management's Factset position peaked at $793K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.