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HFM Investment Advisors’s Factset FDS Stock Holding History

HFM Investment Advisors’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 		$921 Buy
+4
New +$919 ﹤0.01% 765
2025
Q3 		– Sell
-2
Closed -$895 – 1282
2025
Q2 		$895 Buy
2
+1
+100% +$438 ﹤0.01% 412
2025
Q1 		$455 Buy
+1
New +$455 ﹤0.01% 318

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's FDS Position: Q2 2026 in Review

HFM Investment Advisors opened a new position in Factset (FDS) in Q2 2026: 4 shares worth $921. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: HFM Investment Advisors previously reported a position in FDS as recently as Q2 2025.

HFM Investment Advisors first reported a position in FDS in Q1 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • HFM Investment Advisors held 4 shares of Factset worth $921 as of Q2 2026.
  • Factset was a new HFM Investment Advisors position in Q2 2026.
  • Factset made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #765 holding.
  • HFM Investment Advisors first reported a position in Factset in Q1 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.