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Pineridge Advisors’s Factset FDS Stock Holding History

Pineridge 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
Q3 		$2.03K Hold
7
– – ﹤0.01% 373
2025
Q2 		$3.16K Hold
7
– – ﹤0.01% 366
2025
Q1 		$3.2K Hold
7
– – ﹤0.01% 362
2024
Q4 		$3.38K Hold
7
– – ﹤0.01% 436
2024
Q3 		$3.23K Hold
7
– – ﹤0.01% 403
2024
Q2 		$2.86K Hold
7
– – ﹤0.01% 443
2024
Q1 		$3.18K Hold
7
– – ﹤0.01% 418
2023
Q4 		$3.34K Buy
+7
New +$3.15K ﹤0.01% 561

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

Pineridge Advisors's FDS Position: Q3 2025 in Review

Pineridge Advisors held its Factset (FDS) position steady in Q3 2025 at 7 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Pineridge Advisors first reported a position in FDS in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.38K in Q4 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Pineridge Advisors held 7 shares of Factset worth $2.03K as of Q3 2025.
  • Pineridge Advisors left its Factset share count unchanged in Q3 2025.
  • Factset made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #373 holding.
  • Pineridge Advisors first reported a position in Factset in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Factset position peaked at $3.38K in Q4 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.