Financial Advocates Investment Management’s Factset FDS Stock Holding History

Financial Advocates Investment 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
2025 Q3	–	Sell	-921	Closed	-$412K	–	231
2025 Q2	$412K	Sell	921 -159	-15%	-$69.6K	0.03%	411
2025 Q1	$491K	Buy	1,080 +26	+2%	+$11.8K	0.03%	428
2024 Q4	$506K	Buy	1,054 +41	+4%	+$19.5K	0.03%	443
2024 Q3	$466K	Buy	1,013 +60	+6%	+$25.5K	0.03%	475
2024 Q2	$389K	Buy	953 +377	+65%	+$160K	0.02%	502
2024 Q1	$262K	Buy	576 +1	+0.2%	+$466	0.02%	640
2023 Q4	$274K	Buy	+575	New	+$259K	0.02%	583
2020 Q4	–	Sell	-657	Closed	-$220K	–	726
2020 Q3	$220K	Buy	+657	New	+$227K	0.02%	554

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Financial Advocates Investment Management's FDS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Factset (FDS) in Q3 2025, closing a stake of 921 shares — an estimated $412K sold.

Financial Advocates Investment Management first reported a position in FDS in Q3 2020 and held it in 8 quarters. The position peaked at $506K in Q4 2024. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Financial Advocates Investment Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 921 Factset shares in Q3 2025, an estimated $412K.
Financial Advocates Investment Management first reported a position in Factset in Q3 2020 and held it in 8 quarters.
Financial Advocates Investment Management's Factset position peaked at $506K in Q4 2024.
773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.