Huntleigh Advisors
FDS icon

Huntleigh Advisors’s Factset FDS Stock Holding History

Huntleigh 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
Q3 		$11.9M Buy
44,132
+1,180
+3% +$325K 1.67% 10
2026
Q2 		$9.9M Buy
42,952
+1,995
+5% +$458K 1.38% 13
2026
Q1 		$8.89M Buy
+40,957
New +$9.6M 1.52% 11

Other funds holding FDS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Korea Investment Corp
Korea Investment Corp Seoul, South Korea $53B AUM 34.82% 1-Year Est. Return
Shapiro Capital Management
Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

Huntleigh Advisors's FDS Position: Q3 2026 in Review

Huntleigh Advisors increased its Factset (FDS) stake by 2.7% in Q3 2026, buying an estimated $325K and bringing the position to 44,132 shares worth $11.9M. The position accounts for 1.67% of the portfolio, ranked #10.

Huntleigh Advisors first reported a position in FDS in Q1 2026 and has held it in 3 quarters since. 604 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Huntleigh Advisors held 44,132 shares of Factset worth $11.9M as of Q3 2026.
  • Huntleigh Advisors bought 1,180 Factset shares in Q3 2026, an estimated $325K.
  • Factset made up 1.67% of Huntleigh Advisors's portfolio in Q3 2026, its #10 holding.
  • Huntleigh Advisors first reported a position in Factset in Q1 2026 and has held it in 3 quarters since.
  • 604 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Huntleigh Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.