Financial Network Wealth Advisors’s Factset FDS Stock Holding History

Financial Network 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
2026 Q2	$13.6K	Sell	59 -1	-2%	-$230	0.01%	449
2026 Q1	$13K	Buy	60 +33	+122%	+$7.7K	0.01%	440
2025 Q4	$7.83K	Sell	27 -4	-13%	-$1.12K	0.01%	497
2025 Q3	$8.89K	Buy	31 +10	+48%	+$3.82K	0.01%	470
2025 Q2	$9.4K	Buy	21 +3	+17%	+$1.31K	0.01%	446
2025 Q1	$8.19K	Buy	18 +6	+50%	+$2.73K	0.01%	441
2024 Q4	$5.76K	Sell	12 -23	-66%	-$10.9K	0.01%	346
2024 Q3	$16.1K	Hold	35	–	–	0.01%	390
2024 Q2	$14.3K	Buy	+35	New	+$14.9K	0.01%	438

Other funds holding FDS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Network Wealth Advisors's FDS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Factset (FDS) stake by 1.7% in Q2 2026, selling an estimated $230 and leaving 59 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #449.

Financial Network Wealth Advisors first reported a position in FDS in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.1K in Q3 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Financial Network Wealth Advisors held 59 shares of Factset worth $13.6K as of Q2 2026.
Financial Network Wealth Advisors sold 1 Factset share in Q2 2026, an estimated $230.
Factset made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #449 holding.
Financial Network Wealth Advisors first reported a position in Factset in Q2 2024 and has held it in 9 quarters since.
Financial Network Wealth Advisors's Factset position peaked at $16.1K in Q3 2024.
766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.