PrairieView Partners’s Factset FDS Stock Holding History

PrairieView Partners’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 Q2	$178K	Hold	400	–	–	0.02%	130
2025 Q1	$181K	Hold	400	–	–	0.02%	123
2024 Q4	$192K	Hold	400	–	–	0.02%	122
2024 Q3	$183K	Hold	400	–	–	0.02%	123
2024 Q2	$163K	Hold	400	–	–	0.02%	134
2024 Q1	$182K	Hold	400	–	–	0.02%	117
2023 Q4	$191K	Hold	400	–	–	0.02%	111
2023 Q3	$174K	Hold	400	–	–	0.02%	113
2023 Q2	$160K	Hold	400	–	–	0.02%	129
2023 Q1	$166K	Hold	400	–	–	0.02%	117
2022 Q4	$160K	Hold	400	–	–	0.02%	118
2022 Q3	$160K	Hold	400	–	–	0.03%	108
2022 Q2	$154K	Hold	400	–	–	0.02%	116
2022 Q1	$174K	Hold	400	–	–	0.02%	113
2021 Q4	$194K	Hold	400	–	–	0.03%	105
2021 Q3	$158K	Hold	400	–	–	0.02%	104
2021 Q2	$134K	Hold	400	–	–	0.02%	113
2021 Q1	$123K	Hold	400	–	–	0.02%	118
2020 Q4	$133K	Hold	400	–	–	0.02%	103
2020 Q3	$134K	Hold	400	–	–	0.03%	95
2020 Q2	$131K	Hold	400	–	–	0.03%	95
2020 Q1	$104K	Buy	+400	New	+$109K	0.03%	102

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

PrairieView Partners's FDS Position: Q2 2025 in Review

PrairieView Partners held its Factset (FDS) position steady in Q2 2025 at 400 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #130.

PrairieView Partners first reported a position in FDS in Q1 2020 and has held it in 22 quarters since. The position peaked at $194K in Q4 2021. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

PrairieView Partners held 400 shares of Factset worth $178K as of Q2 2025.
PrairieView Partners left its Factset share count unchanged in Q2 2025.
Factset made up 0.02% of PrairieView Partners's portfolio in Q2 2025, its #130 holding.
PrairieView Partners first reported a position in Factset in Q1 2020 and has held it in 22 quarters since.
PrairieView Partners's Factset position peaked at $194K in Q4 2021.
836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.