Parcion Private Wealth’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$274K Buy
+1,189
New +$273K 0.02% 408
2026
Q1
Sell
-904
Closed -$262K 455
2025
Q4
$262K Buy
+904
New +$254K 0.02% 354

Other funds holding FDS

Parcion Private Wealth's FDS Position: Q2 2026 in Review

Parcion Private Wealth opened a new position in Factset (FDS) in Q2 2026: 1,189 shares worth $274K. The stake represents 0.02% of the portfolio and ranks #408 among its holdings. This is a return to the name: Parcion Private Wealth previously reported a position in FDS as recently as Q4 2025.

Parcion Private Wealth first reported a position in FDS in Q4 2025 and has held it in 2 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Parcion Private Wealth held 1,189 shares of Factset worth $274K as of Q2 2026.
  • Factset was a new Parcion Private Wealth position in Q2 2026.
  • Factset made up 0.02% of Parcion Private Wealth's portfolio in Q2 2026, its #408 holding.
  • Parcion Private Wealth first reported a position in Factset in Q4 2025 and has held it in 2 quarters since.
  • 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.