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Fifth Third Wealth Advisors’s Factset FDS Stock Holding History

Fifth Third Wealth Advisors’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
2025
Q4 		– Sell
-1,196
Closed -$343K – 812
2025
Q3 		$343K Buy
1,196
+516
+76% +$197K 0.01% 507
2025
Q2 		$304K Sell
680
-18
-3% -$7.88K 0.01% 527
2025
Q1 		$317K Buy
698
+255
+58% +$116K 0.02% 474
2024
Q4 		$213K Buy
+443
New +$210K 0.01% 674

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fifth Third Wealth Advisors's FDS Position: Q4 2025 in Review

Fifth Third Wealth Advisors sold out of Factset (FDS) in Q4 2025, closing a stake of 1,196 shares — an estimated $343K sold.

Fifth Third Wealth Advisors first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $343K in Q3 2025. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Fifth Third Wealth Advisors reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Fifth Third Wealth Advisors sold 1,196 Factset shares in Q4 2025, an estimated $343K.
  • Fifth Third Wealth Advisors first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Fifth Third Wealth Advisors's Factset position peaked at $343K in Q3 2025.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Fifth Third Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.