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Kestra Investment Management’s Factset FDS Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-6
Closed -$2.68K – 535
2025
Q2 		$2.68K Hold
6
– – ﹤0.01% 631
2025
Q1 		$2.73K Buy
+6
New +$2.73K ﹤0.01% 740

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Kestra Investment Management's FDS Position: Q3 2025 in Review

Kestra Investment Management sold out of Factset (FDS) in Q3 2025, closing a stake of 6 shares — an estimated $2.68K sold.

Kestra Investment Management first reported a position in FDS in Q1 2025 and held it in 2 quarters. The position peaked at $2.73K in Q1 2025. 774 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Kestra Investment Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 6 Factset shares in Q3 2025, an estimated $2.68K.
  • Kestra Investment Management first reported a position in Factset in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Factset position peaked at $2.73K in Q1 2025.
  • 774 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.