GI
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GAMMA Investing’s Factset FDS Stock Holding History

GAMMA Investing’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
Q3 		$525K Buy
1,943
+255
+15% +$70.2K 0.02% 682
2026
Q2 		$388K Buy
1,688
+97
+6% +$22.3K 0.01% 794
2026
Q1 		$345K Sell
1,591
-405
-20% -$94.5K 0.02% 763
2025
Q4 		$579K Buy
1,996
+1,380
+224% +$387K 0.03% 486
2025
Q3 		$176K Sell
616
-494
-45% -$189K 0.01% 1059
2025
Q2 		$496K Buy
1,110
+164
+17% +$71.8K 0.03% 484
2025
Q1 		$430K Sell
946
-115
-11% -$52.4K 0.03% 472
2024
Q4 		$510K Buy
1,061
+293
+38% +$139K 0.04% 356
2024
Q3 		$353K Buy
768
+52
+7% +$22.1K 0.04% 413
2024
Q2 		$292K Buy
716
+88
+14% +$37.4K 0.04% 397
2024
Q1 		$285K Buy
628
+163
+35% +$76K 0.06% 306
2023
Q4 		$221K Buy
+465
New +$209K 0.06% 287

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

GAMMA Investing's FDS Position: Q3 2026 in Review

GAMMA Investing increased its Factset (FDS) stake by 15% in Q3 2026, buying an estimated $70.2K and bringing the position to 1,943 shares worth $525K. The position accounts for 0.02% of the portfolio, ranked #682.

GAMMA Investing first reported a position in FDS in Q4 2023 and has held it in 12 quarters since. The position peaked at $579K in Q4 2025. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • GAMMA Investing held 1,943 shares of Factset worth $525K as of Q3 2026.
  • GAMMA Investing bought 255 Factset shares in Q3 2026, an estimated $70.2K.
  • Factset made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #682 holding.
  • GAMMA Investing first reported a position in Factset in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Factset position peaked at $579K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.