Legend Capital Advisors’s Factset FDS Stock Holding History

Legend Capital 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 Q2	–	Sell	-115	Closed	-$25K	–	92
2026 Q1	$25K	Buy	+115	New	+$26.8K	0.02%	130

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legend Capital Advisors's FDS Position: Q2 2026 in Review

Legend Capital Advisors sold out of Factset (FDS) in Q2 2026, closing a stake of 115 shares — an estimated $25K sold.

Legend Capital Advisors first reported a position in FDS in Q1 2026 and held it in 1 quarter. The position peaked at $25K in Q1 2026. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Legend Capital Advisors reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
Legend Capital Advisors sold 115 Factset shares in Q2 2026, an estimated $25K.
Legend Capital Advisors first reported a position in Factset in Q1 2026 and held it in 1 quarter.
Legend Capital Advisors's Factset position peaked at $25K in Q1 2026.
764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Legend Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.