Meriwether Wealth & Planning’s Factset FDS Stock Holding History

Meriwether Wealth & Planning’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	$1.62K	Buy	+6	New	+$1.65K	﹤0.01%	678

Other funds holding FDS

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Meriwether Wealth & Planning's FDS Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Factset (FDS) in Q3 2026: 6 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #678 among its holdings.

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

Meriwether Wealth & Planning held 6 shares of Factset worth $1.62K as of Q3 2026.
Factset was a new Meriwether Wealth & Planning position in Q3 2026.
Factset made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #678 holding.
177 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.