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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
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HC
Hendley & Co Zanesville, Ohio $283M AUM 19.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

MJT & Associates Financial Advisory's FDS Position: Q2 2026 in Review

MJT & Associates Financial Advisory opened a new position in Factset (FDS) in Q2 2026: 27 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #261 among its holdings. This is a return to the name: MJT & Associates Financial Advisory previously reported a position in FDS as recently as Q2 2025.

MJT & Associates Financial Advisory first reported a position in FDS in Q1 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • MJT & Associates Financial Advisory held 27 shares of Factset worth $6.21K as of Q2 2026.
  • Factset was a new MJT & Associates Financial Advisory position in Q2 2026.
  • Factset made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #261 holding.
  • MJT & Associates Financial Advisory first reported a position in Factset in Q1 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.