MCRM
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Midway Capital Research & Management’s Factset FDS Stock Holding History

Midway Capital Research & 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 		$304K Buy
1,321
+95
+8% +$21.8K 0.24% 42
2026
Q1 		$266K Buy
1,226
+179
+17% +$41.8K 0.25% 43
2025
Q4 		$304K Buy
+1,047
New +$294K 0.3% 41

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Midway Capital Research & Management's FDS Position: Q2 2026 in Review

Midway Capital Research & Management increased its Factset (FDS) stake by 7.7% in Q2 2026, buying an estimated $21.8K and bringing the position to 1,321 shares worth $304K. The position accounts for 0.24% of the portfolio, ranked #42.

Midway Capital Research & Management first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Midway Capital Research & Management held 1,321 shares of Factset worth $304K as of Q2 2026.
  • Midway Capital Research & Management bought 95 Factset shares in Q2 2026, an estimated $21.8K.
  • Factset made up 0.24% of Midway Capital Research & Management's portfolio in Q2 2026, its #42 holding.
  • Midway Capital Research & Management first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.