LFS
FDS icon

Legacy Financial Strategies’s Factset FDS Stock Holding History

Legacy Financial Strategies’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
2025
Q4 		– Sell
-5,577
Closed -$1.6M – 141
2025
Q3 		$1.6M Buy
5,577
+64
+1% +$24.4K 0.29% 50
2025
Q2 		$2.47M Buy
+5,513
New +$2.41M 0.48% 40

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Legacy Financial Strategies's FDS Position: Q4 2025 in Review

Legacy Financial Strategies sold out of Factset (FDS) in Q4 2025, closing a stake of 5,577 shares — an estimated $1.6M sold.

Legacy Financial Strategies first reported a position in FDS in Q2 2025 and held it in 2 quarters. The position peaked at $2.47M in Q2 2025. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Legacy Financial Strategies reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 5,577 Factset shares in Q4 2025, an estimated $1.6M.
  • Legacy Financial Strategies first reported a position in Factset in Q2 2025 and held it in 2 quarters.
  • Legacy Financial Strategies's Factset position peaked at $2.47M in Q2 2025.
  • 796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Legacy Financial Strategies's 13F filing for Q4 2025, filed 23 Jan 2026.