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Harel Insurance Investments & Financial Services’s Factset FDS Stock Holding History

Harel Insurance Investments & Financial Services’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 		$5.2M Buy
22,623
+22,193
+5,161% +$5.1M 0.03% 138
2026
Q1 		$93K Hold
430
– – ﹤0.01% 375
2025
Q4 		$124K Sell
430
-13
-3% -$3.65K ﹤0.01% 303
2025
Q3 		$126K Buy
443
+322
+266% +$123K ﹤0.01% 324
2025
Q2 		$54K Hold
121
– – ﹤0.01% 350
2025
Q1 		$55K Hold
121
– – ﹤0.01% 360
2024
Q4 		$58K Hold
121
– – ﹤0.01% 302
2024
Q3 		$56K Sell
121
-5,070
-98% -$2.15M ﹤0.01% 336
2024
Q2 		$2.15M Sell
5,191
-129
-2% -$54.8K 0.04% 121
2024
Q1 		$2.42M Sell
5,320
-2,430
-31% -$1.13M 0.05% 110
2023
Q4 		$3.7M Buy
7,750
+100
+1% +$45K 0.07% 99
2023
Q3 		$3.36M Buy
7,650
+4,550
+147% +$1.94M 0.07% 98
2023
Q2 		$1.23M Buy
+3,100
New +$1.25M 0.03% 129
2023
Q1 		– Sell
-431
Closed -$173K – 711
2022
Q4 		$173K Buy
+431
New +$184K ﹤0.01% 298

Other funds holding FDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FDS Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its Factset (FDS) stake by 5,161% in Q2 2026, buying an estimated $5.1M and bringing the position to 22,623 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #138.

Harel Insurance Investments & Financial Services first reported a position in FDS in Q4 2022 and has held it in 14 quarters since. 400 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 22,623 shares of Factset worth $5.2M as of Q2 2026.
  • Harel Insurance Investments & Financial Services bought 22,193 Factset shares in Q2 2026, an estimated $5.1M.
  • Factset made up 0.03% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #138 holding.
  • Harel Insurance Investments & Financial Services first reported a position in Factset in Q4 2022 and has held it in 14 quarters since.
  • 400 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.