FFN
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Focus Financial Network’s Factset FDS Stock Holding History

Focus Financial Network’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
-472
Closed -$211K – 749
2025
Q2 		$211K Buy
472
+20
+4% +$8.76K 0.01% 674
2025
Q1 		$205K Hold
452
– – 0.01% 658
2024
Q4 		$217K Hold
452
– – 0.01% 634
2024
Q3 		$208K Buy
+452
New +$192K 0.01% 643

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Focus Financial Network's FDS Position: Q3 2025 in Review

Focus Financial Network sold out of Factset (FDS) in Q3 2025, closing a stake of 472 shares — an estimated $211K sold.

Focus Financial Network first reported a position in FDS in Q3 2024 and held it in 4 quarters. The position peaked at $217K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Focus Financial Network reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Focus Financial Network sold 472 Factset shares in Q3 2025, an estimated $211K.
  • Focus Financial Network first reported a position in Factset in Q3 2024 and held it in 4 quarters.
  • Focus Financial Network's Factset position peaked at $217K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Focus Financial Network's 13F filing for Q3 2025, filed 10 Oct 2025.