HFS
FDS icon

Horizon Financial Services’s Factset FDS Stock Holding History

Horizon 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 		$39.6K Buy
172
+70
+69% +$16.1K 0.02% 170
2026
Q1 		$22.1K Buy
102
+89
+685% +$20.8K 0.01% 166
2025
Q4 		$3.77K Sell
13
-8
-38% -$2.25K ﹤0.01% 272
2025
Q3 		$6.02K Buy
+21
New +$8.02K ﹤0.01% 251

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
MCM
Mattern Capital Management Lakewood, Colorado $857M AUM 4.87% 1-Year Est. Return

Horizon Financial Services's FDS Position: Q2 2026 in Review

Horizon Financial Services increased its Factset (FDS) stake by 69% in Q2 2026, buying an estimated $16.1K and bringing the position to 172 shares worth $39.6K. The position accounts for 0.02% of the portfolio, ranked #170.

Horizon Financial Services first reported a position in FDS in Q3 2025 and has held it in 4 quarters since. 282 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Horizon Financial Services held 172 shares of Factset worth $39.6K as of Q2 2026.
  • Horizon Financial Services bought 70 Factset shares in Q2 2026, an estimated $16.1K.
  • Factset made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #170 holding.
  • Horizon Financial Services first reported a position in Factset in Q3 2025 and has held it in 4 quarters since.
  • 282 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.