Private Wealth Management Group’s Factset FDS Stock Holding History
Bought
Maintained
Sold
Other funds holding FDS
Private Wealth Management Group's FDS Position: Q2 2026 in Review
Private Wealth Management Group held its Factset (FDS) position steady in Q2 2026 at 31 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #697.
Private Wealth Management Group first reported a position in FDS in Q4 2023 and has held it in 4 quarters since. 766 funds tracked by Wall St. Rank hold FDS as of Q2 2026.
- Private Wealth Management Group held 31 shares of Factset worth $7.13K as of Q2 2026.
- Private Wealth Management Group left its Factset share count unchanged in Q2 2026.
- Factset made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #697 holding.
- Private Wealth Management Group first reported a position in Factset in Q4 2023 and has held it in 4 quarters since.
- 766 funds tracked by Wall St. Rank held Factset as of Q2 2026.
Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.