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PSI Advisors’s Factset FDS Stock Holding History

PSI 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
2025
Q2 		– Sell
-2
Closed -$909 – 291
2025
Q1 		$909 Hold
2
– – ﹤0.01% 652
2024
Q4 		$961 Hold
2
– – ﹤0.01% 782
2024
Q3 		$920 Hold
2
– – ﹤0.01% 785
2024
Q2 		$817 Hold
2
– – ﹤0.01% 768
2024
Q1 		$909 Hold
2
– – ﹤0.01% 708
2023
Q4 		$954 Hold
2
– – ﹤0.01% 772
2023
Q3 		$875 Hold
2
– – ﹤0.01% 746
2023
Q2 		$801 Hold
2
– – ﹤0.01% 745
2023
Q1 		$830 Hold
2
– – ﹤0.01% 686
2022
Q4 		$802 Hold
2
– – ﹤0.01% 684
2022
Q3 		$1K Buy
+2
New +$847 ﹤0.01% 685
2022
Q2 		– Sell
-2
Closed -$1K – 791
2022
Q1 		$1K Hold
2
– – ﹤0.01% 667
2021
Q4 		$1K Buy
+2
New +$897 ﹤0.01% 710

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

PSI Advisors's FDS Position: Q2 2025 in Review

PSI Advisors sold out of Factset (FDS) in Q2 2025, closing a stake of 2 shares — an estimated $909 sold.

PSI Advisors first reported a position in FDS in Q4 2021 and held it in 13 quarters. The position peaked at $1K in Q3 2022. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • PSI Advisors reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2 Factset shares in Q2 2025, an estimated $909.
  • PSI Advisors first reported a position in Factset in Q4 2021 and held it in 13 quarters.
  • PSI Advisors's Factset position peaked at $1K in Q3 2022.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.