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FourThought Financial Partners’s Factset FDS Stock Holding History

FourThought Financial Partners’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 		– Sell
-2,260
Closed -$656K – 436
2025
Q4 		$656K Buy
2,260
+358
+19% +$101K 0.06% 177
2025
Q3 		$545K Buy
1,902
+341
+22% +$130K 0.05% 184
2025
Q2 		$698K Buy
1,561
+104
+7% +$45.6K 0.07% 157
2025
Q1 		$662K Buy
1,457
+20
+1% +$9.11K 0.07% 157
2024
Q4 		$690K Sell
1,437
-41
-3% -$19.5K 0.07% 158
2024
Q3 		$680K Buy
1,478
+15
+1% +$6.37K 0.08% 122
2024
Q2 		$597K Buy
1,463
+54
+4% +$22.9K 0.08% 137
2024
Q1 		$640K Buy
1,409
+97
+7% +$45.2K 0.07% 171
2023
Q4 		$626K Sell
1,312
-38
-3% -$17.1K 0.08% 168
2023
Q3 		$590K Sell
1,350
-48
-3% -$20.4K 0.08% 166
2023
Q2 		$560K Buy
1,398
+162
+13% +$65.3K 0.07% 173
2023
Q1 		$513K Sell
1,236
-194
-14% -$80.8K 0.07% 178
2022
Q4 		$574K Buy
+1,430
New +$609K 0.08% 175

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

FourThought Financial Partners's FDS Position: Q1 2026 in Review

FourThought Financial Partners sold out of Factset (FDS) in Q1 2026, closing a stake of 2,260 shares — an estimated $656K sold.

FourThought Financial Partners first reported a position in FDS in Q4 2022 and held it in 13 quarters. The position peaked at $698K in Q2 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • FourThought Financial Partners reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 2,260 Factset shares in Q1 2026, an estimated $656K.
  • FourThought Financial Partners first reported a position in Factset in Q4 2022 and held it in 13 quarters.
  • FourThought Financial Partners's Factset position peaked at $698K in Q2 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.