BFC Planning, Inc.’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
BFC Planning, Inc.'s FDS Position: Q2 2026 in Review
BFC Planning, Inc. increased its Factset (FDS) stake by 4,856% in Q2 2026, buying an estimated $580K and bringing the position to 2,577 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #552.
BFC Planning, Inc. first reported a position in FDS in Q2 2025 and has held it in 4 quarters since. 772 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- BFC Planning, Inc. held 2,577 shares of Factset worth $593K as of Q2 2026.
- BFC Planning, Inc. bought 2,525 Factset shares in Q2 2026, an estimated $580K.
- Factset made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #552 holding.
- BFC Planning, Inc. first reported a position in Factset in Q2 2025 and has held it in 4 quarters since.
- 772 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.