Nations Financial Group’s Factset FDS Stock Holding History

Nations Financial Group’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
2025 Q1	–	Sell	-717	Closed	-$345K	–	672
2024 Q4	$345K	Buy	717 +119	+20%	+$56.5K	0.03%	520
2024 Q3	$275K	Buy	+598	New	+$254K	0.02%	578
2022 Q1	–	Sell	-992	Closed	-$482K	–	535
2021 Q4	$482K	Sell	992 -21	-2%	-$9.42K	0.06%	298
2021 Q3	$400K	Buy	+1,013	New	+$368K	0.06%	305
2021 Q1	–	Sell	-4,273	Closed	-$1.42M	–	352
2020 Q4	$1.42M	Sell	4,273 -2,983	-41%	-$986K	0.37%	67
2020 Q3	$2.43M	Sell	7,256 -69	-0.9%	-$23.9K	0.75%	27
2020 Q2	$2.41M	Buy	7,325 +111	+2%	+$32.1K	0.85%	23
2020 Q1	$1.88M	Buy	7,214 +5	+0.1%	+$1.36K	0.8%	27
2019 Q4	$1.93M	Buy	7,209 +104	+1%	+$26.7K	0.67%	28
2019 Q3	$1.8M	Buy	+7,105	New	+$1.97M	0.65%	32

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Nations Financial Group's FDS Position: Q1 2025 in Review

Nations Financial Group sold out of Factset (FDS) in Q1 2025, closing a stake of 717 shares — an estimated $345K sold.

Nations Financial Group first reported a position in FDS in Q3 2019 and held it in 10 quarters. The position peaked at $2.43M in Q3 2020. 827 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

Nations Financial Group reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 717 Factset shares in Q1 2025, an estimated $345K.
Nations Financial Group first reported a position in Factset in Q3 2019 and held it in 10 quarters.
Nations Financial Group's Factset position peaked at $2.43M in Q3 2020.
827 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.