IPS
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Investors Portfolio Services’s Factset FDS Stock Holding History

Investors Portfolio 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 		$437 Hold
2
– – ﹤0.01% 533
2026
Q1 		$399 Hold
2
– – ﹤0.01% 551
2025
Q4 		$485 Buy
+2
New +$561 ﹤0.01% 376

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 $3.37T AUM 44.26% 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

Investors Portfolio Services's FDS Position: Q2 2026 in Review

Investors Portfolio Services held its Factset (FDS) position steady in Q2 2026 at 2 shares worth $437. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Investors Portfolio Services first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $485 in Q4 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Investors Portfolio Services held 2 shares of Factset worth $437 as of Q2 2026.
  • Investors Portfolio Services left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Investors Portfolio Services's portfolio in Q2 2026, its #533 holding.
  • Investors Portfolio Services first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's Factset position peaked at $485 in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.