Golden State Equity Partners’s Factset FDS Stock Holding History

Golden State Equity 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	$83.3K	Buy	+384	New	+$89.6K	0.01%	773

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Golden State Equity Partners's FDS Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Factset (FDS) in Q1 2026: 384 shares worth $83.3K. The stake represents 0.01% of the portfolio and ranks #773 among its holdings.

718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Golden State Equity Partners held 384 shares of Factset worth $83.3K as of Q1 2026.
Factset was a new Golden State Equity Partners position in Q1 2026.
Factset made up 0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #773 holding.
718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.