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Focus Partners Advisor Solutions’s Factset FDS Stock Holding History

Focus Partners Advisor Solutions’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 		$1.11M Buy
4,834
+3,410
+239% +$783K 0.01% 542
2026
Q1 		$309K Sell
1,424
-3,495
-71% -$816K ﹤0.01% 961
2025
Q4 		$1.43M Buy
+4,919
New +$1.38M 0.02% 401

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Advisor Solutions's FDS Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Factset (FDS) stake by 239% in Q2 2026, buying an estimated $783K and bringing the position to 4,834 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #542.

Focus Partners Advisor Solutions first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Focus Partners Advisor Solutions held 4,834 shares of Factset worth $1.11M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 3,410 Factset shares in Q2 2026, an estimated $783K.
  • Factset made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #542 holding.
  • Focus Partners Advisor Solutions first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Focus Partners Advisor Solutions's Factset position peaked at $1.43M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.