Principia Wealth Advisory’s Factset FDS Stock Holding History

Principia Wealth Advisory’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 Q3	$145K	Buy	538 +535	+17,833%	+$147K	0.07%	103
2026 Q2	$690	Hold	3	–	–	﹤0.01%	837
2026 Q1	$651	Buy	3 +1	+50%	+$233	﹤0.01%	807
2025 Q4	$580	Hold	2	–	–	﹤0.01%	796
2025 Q3	$573	Hold	2	–	–	﹤0.01%	770
2025 Q2	$895	Buy	+2	New	+$876	﹤0.01%	604
2025 Q1	–	Sell	-2	Closed	-$961	–	874
2024 Q4	$961	Buy	+2	New	+$950	﹤0.01%	378

Other funds holding FDS

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principia Wealth Advisory's FDS Position: Q3 2026 in Review

Principia Wealth Advisory increased its Factset (FDS) stake by 17,833% in Q3 2026, buying an estimated $147K and bringing the position to 538 shares worth $145K. The position accounts for 0.07% of the portfolio, ranked #103.

Principia Wealth Advisory first reported a position in FDS in Q4 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Principia Wealth Advisory held 538 shares of Factset worth $145K as of Q3 2026.
Principia Wealth Advisory bought 535 Factset shares in Q3 2026, an estimated $147K.
Factset made up 0.07% of Principia Wealth Advisory's portfolio in Q3 2026, its #103 holding.
Principia Wealth Advisory first reported a position in Factset in Q4 2024 and has held it in 7 quarters since.
631 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.