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Laird Norton Wetherby Trust Company’s Factset FDS Stock Holding History

Laird Norton Wetherby Trust Company’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
Q1 		$201K Sell
928
-287
-24% -$67K ﹤0.01% 973
2025
Q4 		$353K Buy
+1,215
New +$341K 0.01% 832

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laird Norton Wetherby Trust Company's FDS Position: Q1 2026 in Review

Laird Norton Wetherby Trust Company reduced its Factset (FDS) stake by 24% in Q1 2026, selling an estimated $67K and leaving 928 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Laird Norton Wetherby Trust Company first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. The position peaked at $353K in Q4 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Laird Norton Wetherby Trust Company held 928 shares of Factset worth $201K as of Q1 2026.
  • Laird Norton Wetherby Trust Company sold 287 Factset shares in Q1 2026, an estimated $67K.
  • Factset made up ﹤0.01% of Laird Norton Wetherby Trust Company's portfolio in Q1 2026, its #973 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
  • Laird Norton Wetherby Trust Company's Factset position peaked at $353K in Q4 2025.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q1 2026, filed 15 May 2026.