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Impact Capital Partners’s Factset FDS Stock Holding History

Impact Capital Partners’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
2025
Q4 		– Sell
-1,065
Closed -$305K – 275
2025
Q3 		$305K Sell
1,065
-227
-18% -$86.7K 0.09% 211
2025
Q2 		$578K Sell
1,292
-14
-1% -$6.13K 0.19% 126
2025
Q1 		$594K Buy
1,306
+91
+7% +$41.4K 0.22% 113
2024
Q4 		$584K Buy
+1,215
New +$577K 0.21% 119

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Impact Capital Partners's FDS Position: Q4 2025 in Review

Impact Capital Partners sold out of Factset (FDS) in Q4 2025, closing a stake of 1,065 shares — an estimated $305K sold.

Impact Capital Partners first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $594K in Q1 2025. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Impact Capital Partners reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Impact Capital Partners sold 1,065 Factset shares in Q4 2025, an estimated $305K.
  • Impact Capital Partners first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Impact Capital Partners's Factset position peaked at $594K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Impact Capital Partners's 13F filing for Q4 2025, filed 7 Jan 2026.