MFGM
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Marshall Financial Group (Maryland)’s Factset FDS Stock Holding History

Marshall Financial Group (Maryland)’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
-2,891
Closed -$828K – 293
2025
Q3 		$828K Buy
2,891
+111
+4% +$42.4K 0.16% 151
2025
Q2 		$1.25M Buy
2,780
+69
+3% +$30.2K 0.24% 87
2025
Q1 		$1.23M Buy
2,711
+131
+5% +$59.6K 0.27% 82
2024
Q4 		$1.24M Sell
2,580
-8
-0.3% -$3.8K 0.3% 81
2024
Q3 		$1.19M Buy
2,588
+40
+2% +$17K 0.28% 91
2024
Q2 		$1.04M Buy
2,548
+86
+3% +$36.5K 0.29% 89
2024
Q1 		$1.12M Buy
2,462
+183
+8% +$85.3K 0.32% 80
2023
Q4 		$1.09M Sell
2,279
-66
-3% -$29.7K 0.35% 70
2023
Q3 		$1.03M Buy
2,345
+10
+0.4% +$4.26K 0.37% 65
2023
Q2 		$936K Buy
2,335
+32
+1% +$12.9K 0.32% 77
2023
Q1 		$956K Sell
2,303
-244
-10% -$102K 0.34% 75
2022
Q4 		$1.02M Sell
2,547
-6
-0.2% -$2.56K 0.4% 83
2022
Q3 		$1.02M Sell
2,553
-55
-2% -$23.3K 0.43% 62
2022
Q2 		$1M Sell
2,608
-406
-13% -$159K 0.4% 68
2022
Q1 		$1.31M Buy
3,014
+8
+0.3% +$3.38K 0.54% 57
2021
Q4 		$1.46M Sell
3,006
-189
-6% -$84.8K 0.54% 48
2021
Q3 		$1.26M Buy
3,195
+170
+6% +$61.8K 0.65% 42
2021
Q2 		$1.01M Sell
3,025
-295
-9% -$96.6K 0.55% 56
2021
Q1 		$1.02M Buy
3,320
+139
+4% +$44K 0.61% 68
2020
Q4 		$1.06M Buy
+3,181
New +$1.05M 0.69% 58

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 $3.38T AUM 44.17% 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

Marshall Financial Group (Maryland)'s FDS Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Factset (FDS) in Q4 2025, closing a stake of 2,891 shares — an estimated $828K sold.

Marshall Financial Group (Maryland) first reported a position in FDS in Q4 2020 and held it in 20 quarters. The position peaked at $1.46M in Q4 2021. 797 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 2,891 Factset shares in Q4 2025, an estimated $828K.
  • Marshall Financial Group (Maryland) first reported a position in Factset in Q4 2020 and held it in 20 quarters.
  • Marshall Financial Group (Maryland)'s Factset position peaked at $1.46M in Q4 2021.
  • 797 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.