Financial Management Professionals’s Factset FDS Stock Holding History

Financial Management Professionals’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	-4	Closed	-$1.79K	–	979
2025 Q2	$1.79K	Buy	+4	New	+$1.75K	﹤0.01%	762
2021 Q4	–	Sell	-4	Closed	-$2K	–	988
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	712
2021 Q2	$1K	Buy	+4	New	+$1.31K	﹤0.01%	763
2018 Q4	–	Sell	-15	Closed	-$3K	–	288
2018 Q3	$3K	Hold	15	–	–	﹤0.01%	228
2018 Q2	$3K	Hold	15	–	–	﹤0.01%	221
2018 Q1	$3K	Hold	15	–	–	﹤0.01%	233
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	197
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	201
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	220
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	244
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	241
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	265
2016 Q2	$2K	Buy	+15	New	+$2.32K	﹤0.01%	370

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 $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Financial Management Professionals's FDS Position: Q3 2025 in Review

Financial Management Professionals sold out of Factset (FDS) in Q3 2025, closing a stake of 4 shares — an estimated $1.79K sold.

Financial Management Professionals first reported a position in FDS in Q2 2016 and held it in 13 quarters. The position peaked at $3K in Q3 2018. 774 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

Financial Management Professionals reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
Financial Management Professionals sold 4 Factset shares in Q3 2025, an estimated $1.79K.
Financial Management Professionals first reported a position in Factset in Q2 2016 and held it in 13 quarters.
Financial Management Professionals's Factset position peaked at $3K in Q3 2018.
774 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Financial Management Professionals's 13F filing for Q3 2025, filed 15 Oct 2025.