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Johnson Financial Group Inc (Wisconsin)’s Factset FDS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$4.6K Sell
20
-8
-29% -$1.84K ﹤0.01% 699
2026
Q1 		$6.08K Sell
28
-21
-43% -$4.9K ﹤0.01% 679
2025
Q4 		$14.2K Buy
49
+19
+63% +$5.33K ﹤0.01% 625
2025
Q3 		$8.6K Buy
30
+10
+50% +$3.82K ﹤0.01% 790
2025
Q2 		$8.95K Buy
+20
New +$8.76K ﹤0.01% 618
2025
Q1 		– Sell
-27
Closed -$12.8K – 885
2024
Q4 		$12.8K Hold
27
– – ﹤0.01% 630
2024
Q3 		$12.4K Hold
27
– – ﹤0.01% 654
2024
Q2 		$11K Sell
27
-2
-7% -$850 ﹤0.01% 573
2024
Q1 		$13.2K Hold
29
– – ﹤0.01% 533
2023
Q4 		$13.8K Buy
29
+2
+7% +$900 ﹤0.01% 611
2023
Q3 		$11.8K Hold
27
– – ﹤0.01% 519
2023
Q2 		$10.8K Hold
27
– – ﹤0.01% 535
2023
Q1 		$11.2K Hold
27
– – ﹤0.01% 513
2022
Q4 		$10.8K Hold
27
– – ﹤0.01% 487
2022
Q3 		$11K Hold
27
– – ﹤0.01% 484
2022
Q2 		$10K Hold
27
– – ﹤0.01% 530
2022
Q1 		$12K Sell
27
-8
-23% -$3.38K ﹤0.01% 571
2021
Q4 		$17K Sell
35
-8
-19% -$3.59K ﹤0.01% 580
2021
Q3 		$17K Hold
43
– – ﹤0.01% 519
2021
Q2 		$14K Buy
43
+16
+59% +$5.24K ﹤0.01% 542
2021
Q1 		$8K Buy
+27
New +$8.54K ﹤0.01% 557
2020
Q2 		– Sell
-9
Closed -$2K – 455
2020
Q1 		$2K Buy
+9
New +$2.45K ﹤0.01% 443

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Loomis, Sayles & Company
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Ninety One (UK)
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s FDS Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Factset (FDS) stake by 29% in Q2 2026, selling an estimated $1.84K and leaving 20 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Johnson Financial Group Inc (Wisconsin) first reported a position in FDS in Q1 2020 and has held it in 22 quarters since. The position peaked at $17K in Q4 2021. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 20 shares of Factset worth $4.6K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) sold 8 Factset shares in Q2 2026, an estimated $1.84K.
  • Factset made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #699 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Factset in Q1 2020 and has held it in 22 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Factset position peaked at $17K in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.