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Keener Financial Planning’s Factset FDS Stock Holding History

Keener Financial Planning’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
-17
Closed -$4K – 101
2025
Q3 		$4K Hold
17
– – ﹤0.01% 187
2025
Q2 		$7K Hold
17
– – ﹤0.01% 175
2025
Q1 		$7K Hold
17
– – ﹤0.01% 138
2024
Q4 		$8K Hold
17
– – ﹤0.01% 140
2024
Q3 		$7K Hold
17
– – ﹤0.01% 148
2024
Q2 		$6K Buy
+17
New +$7.22K ﹤0.01% 154

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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

Keener Financial Planning's FDS Position: Q4 2025 in Review

Keener Financial Planning sold out of Factset (FDS) in Q4 2025, closing a stake of 17 shares — an estimated $4K sold.

Keener Financial Planning first reported a position in FDS in Q2 2024 and held it in 6 quarters. The position peaked at $8K in Q4 2024. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Keener Financial Planning reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 17 Factset shares in Q4 2025, an estimated $4K.
  • Keener Financial Planning first reported a position in Factset in Q2 2024 and held it in 6 quarters.
  • Keener Financial Planning's Factset position peaked at $8K in Q4 2024.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.