MWM
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MOKAN Wealth Management’s Factset FDS Stock Holding History

MOKAN Wealth 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 		– Sell
-3,190
Closed -$693K – 107
2026
Q1 		$693K Buy
+3,190
New +$744K 0.31% 60

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MOKAN Wealth Management's FDS Position: Q2 2026 in Review

MOKAN Wealth Management sold out of Factset (FDS) in Q2 2026, closing a stake of 3,190 shares — an estimated $693K sold.

MOKAN Wealth Management first reported a position in FDS in Q1 2026 and held it in 1 quarter. The position peaked at $693K in Q1 2026. 287 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • MOKAN Wealth Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • MOKAN Wealth Management sold 3,190 Factset shares in Q2 2026, an estimated $693K.
  • MOKAN Wealth Management first reported a position in Factset in Q1 2026 and held it in 1 quarter.
  • MOKAN Wealth Management's Factset position peaked at $693K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.