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Lafayette Investments’s Factset FDS Stock Holding History

Lafayette Investments’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 		$1.05M Buy
4,548
+24
+0.5% +$5.51K 0.19% 81
2026
Q1 		$982K Buy
4,524
+49
+1% +$11.4K 0.2% 78
2025
Q4 		$1.3M Buy
4,475
+1,235
+38% +$347K 0.25% 66
2025
Q3 		$928K Buy
3,240
+2,329
+256% +$890K 0.18% 72
2025
Q2 		$407K Buy
911
+65
+8% +$28.5K 0.08% 105
2025
Q1 		$385K Buy
846
+117
+16% +$53.3K 0.08% 105
2024
Q4 		$350K Hold
729
– – 0.08% 106
2024
Q3 		$335K Buy
729
+64
+10% +$27.2K 0.07% 111
2024
Q2 		$272K Buy
665
+159
+31% +$67.6K 0.06% 114
2024
Q1 		$230K Buy
506
+7
+1% +$3.26K 0.05% 122
2023
Q4 		$238K Buy
499
+9
+2% +$4.05K 0.06% 115
2023
Q3 		$214K Buy
+490
New +$209K 0.06% 118

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

Lafayette Investments's FDS Position: Q2 2026 in Review

Lafayette Investments increased its Factset (FDS) stake by 0.53% in Q2 2026, buying an estimated $5.51K and bringing the position to 4,548 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #81.

Lafayette Investments first reported a position in FDS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.3M in Q4 2025. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Lafayette Investments held 4,548 shares of Factset worth $1.05M as of Q2 2026.
  • Lafayette Investments bought 24 Factset shares in Q2 2026, an estimated $5.51K.
  • Factset made up 0.19% of Lafayette Investments's portfolio in Q2 2026, its #81 holding.
  • Lafayette Investments first reported a position in Factset in Q3 2023 and has held it in 12 quarters since.
  • Lafayette Investments's Factset position peaked at $1.3M in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.