PS
FDS icon

Planning Strategies’s Factset FDS Stock Holding History

Planning Strategies’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
Q2 		$2.53K Buy
+11
New +$2.53K ﹤0.01% 531

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's FDS Position: Q2 2026 in Review

Planning Strategies opened a new position in Factset (FDS) in Q2 2026: 11 shares worth $2.53K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings.

724 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Planning Strategies held 11 shares of Factset worth $2.53K as of Q2 2026.
  • Factset was a new Planning Strategies position in Q2 2026.
  • Factset made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #531 holding.
  • 724 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.