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MJT & Associates Financial Advisory’s Factset FDS Stock Holding History

MJT & Associates Financial Advisory’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 		$5.94K Sell
22
-5
-19% -$1.38K ﹤0.01% 253
2026
Q2 		$6.21K Buy
+27
New +$6.2K ﹤0.01% 261
2025
Q3 		– Sell
-2
Closed -$895 – 476
2025
Q2 		$895 Hold
2
– – ﹤0.01% 432
2025
Q1 		$910 Buy
+2
New +$911 ﹤0.01% 439

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

MJT & Associates Financial Advisory's FDS Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Factset (FDS) stake by 19% in Q3 2026, selling an estimated $1.38K and leaving 22 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

MJT & Associates Financial Advisory first reported a position in FDS in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.21K in Q2 2026. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • MJT & Associates Financial Advisory held 22 shares of Factset worth $5.94K as of Q3 2026.
  • MJT & Associates Financial Advisory sold 5 Factset shares in Q3 2026, an estimated $1.38K.
  • Factset made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #253 holding.
  • MJT & Associates Financial Advisory first reported a position in Factset in Q1 2025 and has held it in 4 quarters since.
  • MJT & Associates Financial Advisory's Factset position peaked at $6.21K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.