LFA
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Legacy Financial Advisors’s Factset FDS Stock Holding History

Legacy Financial Advisors’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
925
-206
-18% -$48.1K 0.03% 398
2025
Q4 		$328K Buy
1,131
+330
+41% +$92.6K 0.05% 303
2025
Q3 		$230K Sell
801
-49
-6% -$18.7K 0.03% 374
2025
Q2 		$380K Sell
850
-10
-1% -$4.38K 0.06% 237
2025
Q1 		$391K Buy
860
+10
+1% +$4.55K 0.07% 242
2024
Q4 		$408K Buy
850
+4
+0.5% +$1.9K 0.07% 227
2024
Q3 		$389K Buy
846
+12
+1% +$5.1K 0.07% 234
2024
Q2 		$341K Buy
834
+32
+4% +$13.6K 0.06% 234
2024
Q1 		$364K Buy
802
+54
+7% +$25.2K 0.07% 213
2023
Q4 		$357K Buy
748
+72
+11% +$32.4K 0.07% 204
2023
Q3 		$296K Buy
676
+161
+31% +$68.6K 0.06% 203
2023
Q2 		$206K Buy
515
+24
+5% +$9.68K 0.04% 244
2023
Q1 		$204K Buy
+491
New +$204K 0.04% 239
2019
Q2 		– Sell
-41
Closed -$10K – 386
2019
Q1 		$10K Buy
41
+28
+215% +$6.26K ﹤0.01% 609
2018
Q4 		$3K Hold
13
– – ﹤0.01% 803
2018
Q3 		$2K Hold
13
– – ﹤0.01% 809
2018
Q2 		$3K Hold
13
– – ﹤0.01% 778
2018
Q1 		$2K Hold
13
– – ﹤0.01% 755
2017
Q4 		$2K Buy
+13
New +$2.49K ﹤0.01% 742

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

Legacy Financial Advisors's FDS Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Factset (FDS) stake by 18% in Q1 2026, selling an estimated $48.1K and leaving 925 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #398.

Legacy Financial Advisors first reported a position in FDS in Q4 2017 and has held it in 19 quarters since. The position peaked at $408K in Q4 2024. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Legacy Financial Advisors held 925 shares of Factset worth $201K as of Q1 2026.
  • Legacy Financial Advisors sold 206 Factset shares in Q1 2026, an estimated $48.1K.
  • Factset made up 0.03% of Legacy Financial Advisors's portfolio in Q1 2026, its #398 holding.
  • Legacy Financial Advisors first reported a position in Factset in Q4 2017 and has held it in 19 quarters since.
  • Legacy Financial Advisors's Factset position peaked at $408K in Q4 2024.
  • 719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.