Janney Montgomery Scott
FDS icon

Janney Montgomery Scott’s Factset FDS Stock Holding History

Janney Montgomery Scott’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 		$7.95M Sell
34,568
-3,625
-9% -$833K 0.02% 758
2026
Q1 		$8.29M Buy
38,193
+17,296
+83% +$4.04M 0.02% 653
2025
Q4 		$6.06M Sell
20,897
-21,653
-51% -$6.08M 0.01% 806
2025
Q3 		$12.2M Buy
42,550
+41
+0.1% +$15.7K 0.03% 524
2025
Q2 		$19M Sell
42,509
-9,165
-18% -$4.01M 0.05% 349
2025
Q1 		$23.5M Buy
51,674
+14,514
+39% +$6.61M 0.07% 287
2024
Q4 		$17.8M Buy
37,160
+377
+1% +$179K 0.05% 371
2024
Q3 		$16.9M Buy
36,783
+845
+2% +$359K 0.05% 388
2024
Q2 		$14.7M Buy
35,938
+7,977
+29% +$3.39M 0.04% 401
2024
Q1 		$12.7M Buy
27,961
+2,260
+9% +$1.05M 0.04% 450
2023
Q4 		$12.3M Buy
25,701
+154
+0.6% +$69.3K 0.04% 437
2023
Q3 		$11.2M Sell
25,547
-1,141
-4% -$486K 0.04% 398
2023
Q2 		$10.7M Buy
26,688
+1,438
+6% +$580K 0.04% 443
2023
Q1 		$10.5M Buy
25,250
+3,759
+17% +$1.57M 0.04% 398
2022
Q4 		$8.62M Sell
21,491
-978
-4% -$417K 0.03% 480
2022
Q3 		$8.99M Sell
22,469
-69
-0.3% -$29.2K 0.04% 420
2022
Q2 		$8.62M Buy
22,538
+2,056
+10% +$805K 0.04% 410
2022
Q1 		$8.89M Buy
20,482
+418
+2% +$176K 0.04% 404
2021
Q4 		$9.75M Sell
20,064
-2,896
-13% -$1.3M 0.04% 407
2021
Q3 		$9.06M Buy
22,960
+1,043
+5% +$379K 0.04% 402
2021
Q2 		$7.36M Buy
21,917
+1,438
+7% +$471K 0.03% 461
2021
Q1 		$6.32M Sell
20,479
-748
-4% -$237K 0.03% 473
2020
Q4 		$7.06M Buy
21,227
+2,689
+15% +$889K 0.03% 427
2020
Q3 		$6.21M Buy
18,538
+842
+5% +$291K 0.04% 414
2020
Q2 		$5.81M Buy
17,696
+864
+5% +$250K 0.04% 401
2020
Q1 		$4.39M Buy
16,832
+4,771
+40% +$1.3M 0.03% 430
2019
Q4 		$3.24M Sell
12,061
-4,125
-25% -$1.06M 0.02% 614
2019
Q3 		$3.93M Buy
16,186
+4,730
+41% +$1.31M 0.03% 516
2019
Q2 		$3.28M Buy
11,456
+3,972
+53% +$1.1M 0.03% 549
2019
Q1 		$1.86M Buy
7,484
+601
+9% +$134K 0.02% 744
2018
Q4 		$1.38M Buy
6,883
+619
+10% +$136K 0.01% 778
2018
Q3 		$1.4M Buy
6,264
+1,168
+23% +$253K 0.01% 850
2018
Q2 		$1.01M Buy
5,096
+101
+2% +$20.2K 0.01% 975
2018
Q1 		$996K Buy
4,995
+111
+2% +$22.4K 0.01% 964
2017
Q4 		$941K Buy
4,884
+196
+4% +$37.6K 0.01% 973
2017
Q3 		$844K Sell
4,688
-2,494
-35% -$407K 0.01% 1004
2017
Q2 		$1.19M Sell
7,182
-3,686
-34% -$603K 0.01% 796
2017
Q1 		$1.79M Buy
10,868
+4,447
+69% +$778K 0.02% 596
2016
Q4 		$1.05M Buy
6,421
+900
+16% +$144K 0.02% 760
2016
Q3 		$895K Buy
5,521
+2,203
+66% +$380K 0.02% 710
2016
Q2 		$536K Buy
+3,318
New +$513K 0.01% 516

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

Janney Montgomery Scott's FDS Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Factset (FDS) stake by 9.5% in Q2 2026, selling an estimated $833K and leaving 34,568 shares worth $7.95M. The position accounts for 0.02% of the portfolio, ranked #758.

Janney Montgomery Scott first reported a position in FDS in Q2 2016 and has held it in 41 quarters since. The position peaked at $23.5M in Q1 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Janney Montgomery Scott held 34,568 shares of Factset worth $7.95M as of Q2 2026.
  • Janney Montgomery Scott sold 3,625 Factset shares in Q2 2026, an estimated $833K.
  • Factset made up 0.02% of Janney Montgomery Scott's portfolio in Q2 2026, its #758 holding.
  • Janney Montgomery Scott first reported a position in Factset in Q2 2016 and has held it in 41 quarters since.
  • Janney Montgomery Scott's Factset position peaked at $23.5M in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.