Frank Rimerman Advisors’s Factset FDS Stock Holding History

Frank Rimerman 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
2025 Q4	–	Sell	-1,021	Closed	-$293K	–	620
2025 Q3	$293K	Buy	+1,021	New	+$390K	0.02%	489

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Frank Rimerman Advisors's FDS Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of Factset (FDS) in Q4 2025, closing a stake of 1,021 shares — an estimated $293K sold.

Frank Rimerman Advisors first reported a position in FDS in Q3 2025 and held it in 1 quarter. The position peaked at $293K in Q3 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

Frank Rimerman Advisors reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
Frank Rimerman Advisors sold 1,021 Factset shares in Q4 2025, an estimated $293K.
Frank Rimerman Advisors first reported a position in Factset in Q3 2025 and held it in 1 quarter.
Frank Rimerman Advisors's Factset position peaked at $293K in Q3 2025.
797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.