FAM
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Fulcrum Asset Management’s Factset FDS Stock Holding History

Fulcrum Asset Management’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 		$148K Buy
+633
New +$145K 0.01% 427
2020
Q4 		– Hold
0
– – – 141
2020
Q3 		– Sell
-984
Closed -$261K – 149
2020
Q2 		$261K Buy
+984
New +$284K 0.09% 143

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

Fulcrum Asset Management's FDS Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Factset (FDS) in Q2 2026: 633 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #427 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in FDS as recently as Q2 2020.

Fulcrum Asset Management first reported a position in FDS in Q2 2020 and has held it in 2 quarters since. The position peaked at $261K in Q2 2020. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Fulcrum Asset Management held 633 shares of Factset worth $148K as of Q2 2026.
  • Factset was a new Fulcrum Asset Management position in Q2 2026.
  • Factset made up 0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #427 holding.
  • Fulcrum Asset Management first reported a position in Factset in Q2 2020 and has held it in 2 quarters since.
  • Fulcrum Asset Management's Factset position peaked at $261K in Q2 2020.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.