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Prime Capital Investment Advisors’s Factset FDS Stock Holding History

Prime Capital Investment 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
2026
Q1 		– Sell
-717
Closed -$208K – 1073
2025
Q4 		$208K Sell
717
-1,542
-68% -$433K ﹤0.01% 951
2025
Q3 		$647K Sell
2,259
-114
-5% -$43.5K 0.01% 574
2025
Q2 		$1.06M Sell
2,373
-173
-7% -$75.8K 0.01% 455
2025
Q1 		$1.16M Buy
2,546
+84
+3% +$38.2K 0.01% 468
2024
Q4 		$1.18M Sell
2,462
-227
-8% -$108K 0.02% 397
2024
Q3 		$1.24M Sell
2,689
-805
-23% -$342K 0.02% 400
2024
Q2 		$1.43M Sell
3,494
-382
-10% -$162K 0.02% 366
2024
Q1 		$1.76M Buy
3,876
+14
+0.4% +$6.53K 0.02% 365
2023
Q4 		$1.84M Buy
3,862
+491
+15% +$221K 0.03% 340
2023
Q3 		$1.47M Sell
3,371
-799
-19% -$340K 0.03% 290
2023
Q2 		$1.67M Buy
4,170
+53
+1% +$21.4K 0.03% 282
2023
Q1 		$1.71M Buy
+4,117
New +$1.71M 0.07% 180

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prime Capital Investment Advisors's FDS Position: Q1 2026 in Review

Prime Capital Investment Advisors sold out of Factset (FDS) in Q1 2026, closing a stake of 717 shares — an estimated $208K sold.

Prime Capital Investment Advisors first reported a position in FDS in Q1 2023 and held it in 12 quarters. The position peaked at $1.84M in Q4 2023. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Prime Capital Investment Advisors reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 717 Factset shares in Q1 2026, an estimated $208K.
  • Prime Capital Investment Advisors first reported a position in Factset in Q1 2023 and held it in 12 quarters.
  • Prime Capital Investment Advisors's Factset position peaked at $1.84M in Q4 2023.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.