MBL Wealth
FDS icon

MBL Wealth’s Factset FDS Stock Holding History

MBL Wealth’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
Q3 		$300K Buy
+1,111
New +$306K 0.02% 468

Other funds holding FDS

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

MBL Wealth's FDS Position: Q3 2026 in Review

MBL Wealth opened a new position in Factset (FDS) in Q3 2026: 1,111 shares worth $300K. The stake represents 0.02% of the portfolio and ranks #468 among its holdings.

631 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • MBL Wealth held 1,111 shares of Factset worth $300K as of Q3 2026.
  • Factset was a new MBL Wealth position in Q3 2026.
  • Factset made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #468 holding.
  • 631 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.