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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
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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Network Wealth Advisors's FDS Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Factset (FDS) stake by 122% in Q1 2026, buying an estimated $7.7K and bringing the position to 60 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #440.

Financial Network Wealth Advisors first reported a position in FDS in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.1K in Q3 2024. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Financial Network Wealth Advisors held 60 shares of Factset worth $13K as of Q1 2026.
  • Financial Network Wealth Advisors bought 33 Factset shares in Q1 2026, an estimated $7.7K.
  • Factset made up 0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #440 holding.
  • Financial Network Wealth Advisors first reported a position in Factset in Q2 2024 and has held it in 8 quarters since.
  • Financial Network Wealth Advisors's Factset position peaked at $16.1K in Q3 2024.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.