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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
Q2 		$263K Buy
1,143
+215
+23% +$49.4K 0.01% 908
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 $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 $3.38T AUM 44.17% 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

Laird Norton Wetherby Trust Company's FDS Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Factset (FDS) stake by 23% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,143 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #908.

Laird Norton Wetherby Trust Company first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $353K in Q4 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Laird Norton Wetherby Trust Company held 1,143 shares of Factset worth $263K as of Q2 2026.
  • Laird Norton Wetherby Trust Company bought 215 Factset shares in Q2 2026, an estimated $49.4K.
  • Factset made up 0.01% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #908 holding.
  • Laird Norton Wetherby Trust Company first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Laird Norton Wetherby Trust Company's Factset position peaked at $353K in Q4 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.