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Painted Porch Advisors’s Factset FDS Stock Holding History

Painted Porch 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
-2
Closed -$1K – 546
2024
Q4 		$1K Sell
2
-2
-50% -$950 ﹤0.01% 448
2024
Q3 		$1.87K Hold
4
– – ﹤0.01% 355
2024
Q2 		$1.66K Buy
+4
New +$1.7K ﹤0.01% 332

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

Painted Porch Advisors's FDS Position: Q1 2025 in Review

Painted Porch Advisors sold out of Factset (FDS) in Q1 2025, closing a stake of 2 shares — an estimated $1K sold.

Painted Porch Advisors first reported a position in FDS in Q2 2024 and held it in 3 quarters. The position peaked at $1.87K in Q3 2024. 826 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • Painted Porch Advisors reported no remaining Factset position as of Q1 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 2 Factset shares in Q1 2025, an estimated $1K.
  • Painted Porch Advisors first reported a position in Factset in Q2 2024 and held it in 3 quarters.
  • Painted Porch Advisors's Factset position peaked at $1.87K in Q3 2024.
  • 826 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.