LCM
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Logan Capital Management’s Factset FDS Stock Holding History

Logan Capital Management’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
-2,687
Closed -$583K – 523
2026
Q1 		$583K Buy
+2,687
New +$627K 0.03% 236

Other funds holding FDS

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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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

Logan Capital Management's FDS Position: Q2 2026 in Review

Logan Capital Management opened a new position in Factset (FDS) in Q2 2026: 2,535 shares worth $583K. The stake represents 0.02% of the portfolio and ranks #241 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in FDS as recently as Q4 2025.

Logan Capital Management first reported a position in FDS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.49M in Q4 2021. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Logan Capital Management held 2,535 shares of Factset worth $583K as of Q2 2026.
  • Factset was a new Logan Capital Management position in Q2 2026.
  • Factset made up 0.02% of Logan Capital Management's portfolio in Q2 2026, its #241 holding.
  • Logan Capital Management first reported a position in Factset in Q2 2013 and has held it in 52 quarters since.
  • Logan Capital Management's Factset position peaked at $2.49M in Q4 2021.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

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