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Kingsview Wealth Management’s Factset FDS Stock Holding History

Kingsview Wealth 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
2026
Q2 		$4.95M Sell
21,530
-8,660
-29% -$1.99M 0.06% 302
2026
Q1 		$6.55M Buy
30,190
+2,425
+9% +$566K 0.09% 238
2025
Q4 		$8.06M Buy
27,765
+25,593
+1,178% +$7.18M 0.12% 168
2025
Q3 		$622K Sell
2,172
-487
-18% -$186K 0.01% 740
2025
Q2 		$1.19M Sell
2,659
-46
-2% -$20.1K 0.02% 543
2025
Q1 		$1.23M Sell
2,705
-27
-1% -$12.3K 0.02% 492
2024
Q4 		$1.31M Sell
2,732
-66
-2% -$31.4K 0.03% 485
2024
Q3 		$1.29M Sell
2,798
-173
-6% -$73.5K 0.03% 476
2024
Q2 		$1.21M Sell
2,971
-1,162
-28% -$494K 0.03% 461
2024
Q1 		$1.88M Sell
4,133
-10
-0.2% -$4.66K 0.05% 355
2023
Q4 		$1.98M Sell
4,143
-93
-2% -$41.9K 0.06% 286
2023
Q3 		$1.85M Sell
4,236
-145
-3% -$61.8K 0.07% 298
2023
Q2 		$1.76M Sell
4,381
-435
-9% -$175K 0.07% 266
2023
Q1 		$2M Sell
4,816
-946
-16% -$394K 0.08% 239
2022
Q4 		$2.31M Sell
5,762
-170
-3% -$72.4K 0.1% 217
2022
Q3 		$2.37M Buy
5,932
+202
+4% +$85.5K 0.11% 201
2022
Q2 		$2.2M Buy
5,730
+4,566
+392% +$1.79M 0.11% 205
2022
Q1 		$505K Sell
1,164
-138
-11% -$58.2K 0.02% 570
2021
Q4 		$633K Buy
1,302
+377
+41% +$169K 0.03% 514
2021
Q3 		$365K Buy
925
+62
+7% +$22.5K 0.02% 629
2021
Q2 		$290K Buy
863
+76
+10% +$24.9K 0.01% 707
2021
Q1 		$249K Buy
787
+145
+23% +$45.9K 0.01% 699
2020
Q4 		$213K Sell
642
-652
-50% -$215K 0.02% 635
2020
Q3 		$433K Sell
1,294
-163
-11% -$56.3K 0.04% 398
2020
Q2 		$479K Buy
1,457
+665
+84% +$192K 0.05% 334
2020
Q1 		$206K Buy
+792
New +$215K 0.03% 423
2018
Q3 		– Sell
-1,316
Closed -$261K – 426
2018
Q2 		$261K Hold
1,316
– – 0.06% 281
2018
Q1 		$262K Buy
+1,316
New +$266K 0.07% 272

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

Kingsview Wealth Management's FDS Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Factset (FDS) stake by 29% in Q2 2026, selling an estimated $1.99M and leaving 21,530 shares worth $4.95M. The position accounts for 0.06% of the portfolio, ranked #302.

Kingsview Wealth Management first reported a position in FDS in Q1 2018 and has held it in 28 quarters since. The position peaked at $8.06M in Q4 2025. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Kingsview Wealth Management held 21,530 shares of Factset worth $4.95M as of Q2 2026.
  • Kingsview Wealth Management sold 8,660 Factset shares in Q2 2026, an estimated $1.99M.
  • Factset made up 0.06% of Kingsview Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Kingsview Wealth Management first reported a position in Factset in Q1 2018 and has held it in 28 quarters since.
  • Kingsview Wealth Management's Factset position peaked at $8.06M in Q4 2025.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.