PCWA
FDS icon

Pacific Capital Wealth Advisors’s Factset FDS Stock Holding History

Pacific Capital Wealth Advisors’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
-8
Closed -$3.84K – 184
2024
Q4 		$3.84K Hold
8
– – ﹤0.01% 321
2024
Q3 		$3.68K Hold
8
– – ﹤0.01% 360
2024
Q2 		$3.27K Hold
8
– – ﹤0.01% 416
2024
Q1 		$3.63K Hold
8
– – ﹤0.01% 363
2023
Q4 		$3.82K Buy
+8
New +$3.6K ﹤0.01% 263

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Pacific Capital Wealth Advisors's FDS Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Factset (FDS) in Q1 2025, closing a stake of 8 shares — an estimated $3.84K sold.

Pacific Capital Wealth Advisors first reported a position in FDS in Q4 2023 and held it in 5 quarters. The position peaked at $3.84K in Q4 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 8 Factset shares in Q1 2025, an estimated $3.84K.
  • Pacific Capital Wealth Advisors first reported a position in Factset in Q4 2023 and held it in 5 quarters.
  • Pacific Capital Wealth Advisors's Factset position peaked at $3.84K in Q4 2024.
  • 826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.