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Golden State Wealth Management’s Factset FDS Stock Holding History

Golden State Wealth 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 		$2.1K Hold
9
– – ﹤0.01% 1387
2026
Q1 		$1.97K Hold
9
– – ﹤0.01% 1348
2025
Q4 		$2.62K Sell
9
-2
-18% -$561 ﹤0.01% 1346
2025
Q3 		$3.15K Hold
11
– – ﹤0.01% 1328
2025
Q2 		$4.92K Hold
11
– – ﹤0.01% 1232
2025
Q1 		$5K Hold
11
– – ﹤0.01% 1168
2024
Q4 		$5.28K Buy
+11
New +$5.23K ﹤0.01% 1109

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

Golden State Wealth Management's FDS Position: Q2 2026 in Review

Golden State Wealth Management held its Factset (FDS) position steady in Q2 2026 at 9 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Golden State Wealth Management first reported a position in FDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.28K in Q4 2024. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Golden State Wealth Management held 9 shares of Factset worth $2.1K as of Q2 2026.
  • Golden State Wealth Management left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1387 holding.
  • Golden State Wealth Management first reported a position in Factset in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Factset position peaked at $5.28K in Q4 2024.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.