Mutual Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
VCM
VPM
Mutual Advisors's FDS Position: Q1 2026 in Review
Mutual Advisors increased its Factset (FDS) stake by 11% in Q1 2026, buying an estimated $46.2K and bringing the position to 1,940 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #966.
Mutual Advisors first reported a position in FDS in Q4 2023 and has held it in 10 quarters since. The position peaked at $525K in Q3 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.
- Mutual Advisors held 1,940 shares of Factset worth $421K as of Q1 2026.
- Mutual Advisors bought 198 Factset shares in Q1 2026, an estimated $46.2K.
- Factset made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #966 holding.
- Mutual Advisors first reported a position in Factset in Q4 2023 and has held it in 10 quarters since.
- Mutual Advisors's Factset position peaked at $525K in Q3 2025.
- 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.