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Park Square Financial Group’s Factset FDS Stock Holding History

Park Square 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
Q3 		– Sell
-12
Closed -$5.37K – 484
2025
Q2 		$5.37K Hold
12
– – ﹤0.01% 727
2025
Q1 		$5.46K Buy
+12
New +$5.46K ﹤0.01% 730

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
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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Park Square Financial Group's FDS Position: Q3 2025 in Review

Park Square Financial Group sold out of Factset (FDS) in Q3 2025, closing a stake of 12 shares — an estimated $5.37K sold.

Park Square Financial Group first reported a position in FDS in Q1 2025 and held it in 2 quarters. The position peaked at $5.46K in Q1 2025. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Park Square Financial Group reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 12 Factset shares in Q3 2025, an estimated $5.37K.
  • Park Square Financial Group first reported a position in Factset in Q1 2025 and held it in 2 quarters.
  • Park Square Financial Group's Factset position peaked at $5.46K in Q1 2025.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.