Pacific Point Advisors’s Factset FDS Stock Holding History

Pacific Point 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
2026 Q1	$750K	Buy	3,455 +144	+4%	+$33.6K	0.4%	78
2025 Q4	$961K	Buy	3,311 +57	+2%	+$16K	0.51%	67
2025 Q3	$932K	Buy	3,254 +17	+0.5%	+$6.49K	0.54%	61
2025 Q2	$1.45M	Buy	3,237 +195	+6%	+$85.4K	0.79%	37
2025 Q1	$1.38M	Buy	3,042 +295	+11%	+$134K	0.77%	37
2024 Q4	$1.28M	Buy	+2,747	New	+$1.31M	0.78%	36

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Point Advisors's FDS Position: Q1 2026 in Review

Pacific Point Advisors increased its Factset (FDS) stake by 4.3% in Q1 2026, buying an estimated $33.6K and bringing the position to 3,455 shares worth $750K. The position accounts for 0.4% of the portfolio, ranked #78.

Pacific Point Advisors first reported a position in FDS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q2 2025. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Pacific Point Advisors held 3,455 shares of Factset worth $750K as of Q1 2026.
Pacific Point Advisors bought 144 Factset shares in Q1 2026, an estimated $33.6K.
Factset made up 0.4% of Pacific Point Advisors's portfolio in Q1 2026, its #78 holding.
Pacific Point Advisors first reported a position in Factset in Q4 2024 and has held it in 6 quarters since.
Pacific Point Advisors's Factset position peaked at $1.45M in Q2 2025.
718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Pacific Point Advisors's 13F filing for Q1 2026, filed 4 May 2026.