Kestra Advisory Services’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Kestra Advisory Services's FDS Position: Q2 2026 in Review
Kestra Advisory Services reduced its Factset (FDS) stake by 4.6% in Q2 2026, selling an estimated $11.9K and leaving 1,072 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.
Kestra Advisory Services first reported a position in FDS in Q4 2021 and has held it in 17 quarters since. The position peaked at $938K in Q3 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Kestra Advisory Services held 1,072 shares of Factset worth $247K as of Q2 2026.
- Kestra Advisory Services sold 52 Factset shares in Q2 2026, an estimated $11.9K.
- Factset made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2940 holding.
- Kestra Advisory Services first reported a position in Factset in Q4 2021 and has held it in 17 quarters since.
- Kestra Advisory Services's Factset position peaked at $938K in Q3 2024.
- 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.