Private Wealth Management Group’s Factset FDS Stock Holding History

Private Wealth Management Group’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	$8.37K	Hold	31	–	–	﹤0.01%	684
2026 Q2	$7.13K	Hold	31	–	–	﹤0.01%	697
2026 Q1	$6.73K	Buy	+31	New	+$7.24K	﹤0.01%	661
2024 Q2	–	Sell	-8	Closed	-$3.64K	–	1543
2024 Q1	$3.64K	Hold	8	–	–	﹤0.01%	738
2023 Q4	$3.82K	Buy	+8	New	+$3.6K	﹤0.01%	720

Other funds holding FDS

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

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

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

MCI

McDonald Capital Investors Orinda, California $1.22B AUM 4.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Private Wealth Management Group's FDS Position: Q3 2026 in Review

Private Wealth Management Group held its Factset (FDS) position steady in Q3 2026 at 31 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Private Wealth Management Group first reported a position in FDS in Q4 2023 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Private Wealth Management Group held 31 shares of Factset worth $8.37K as of Q3 2026.
Private Wealth Management Group left its Factset share count unchanged in Q3 2026.
Factset made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #684 holding.
Private Wealth Management Group first reported a position in Factset in Q4 2023 and has held it in 5 quarters since.
267 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.