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Pinnacle Associates’s Factset FDS Stock Holding History

Pinnacle Associates’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 		– Sell
-1,150
Closed -$334K – 966
2025
Q4 		$334K Buy
+1,150
New +$323K ﹤0.01% 755
2024
Q4 		– Sell
-507
Closed -$242K – 853
2024
Q3 		$242K Buy
+507
New +$215K ﹤0.01% 732
2024
Q2 		– Sell
-496
Closed -$225K – 826
2024
Q1 		$225K Sell
496
-11
-2% -$5.13K ﹤0.01% 769
2023
Q4 		$242K Buy
507
+33
+7% +$14.8K ﹤0.01% 742
2023
Q3 		$207K Buy
+474
New +$202K ﹤0.01% 749
2023
Q2 		– Sell
-517
Closed -$215K – 825
2023
Q1 		$215K Sell
517
-36
-7% -$15K ﹤0.01% 715
2022
Q4 		$222K Buy
+553
New +$236K ﹤0.01% 684

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Associates's FDS Position: Q1 2026 in Review

Pinnacle Associates sold out of Factset (FDS) in Q1 2026, closing a stake of 1,150 shares — an estimated $334K sold.

Pinnacle Associates first reported a position in FDS in Q4 2022 and held it in 7 quarters. The position peaked at $334K in Q4 2025. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Pinnacle Associates reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Associates sold 1,150 Factset shares in Q1 2026, an estimated $334K.
  • Pinnacle Associates first reported a position in Factset in Q4 2022 and held it in 7 quarters.
  • Pinnacle Associates's Factset position peaked at $334K in Q4 2025.
  • 725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.