Quaker Wealth Management
FDS icon

Quaker Wealth Management’s Factset FDS Stock Holding History

Quaker Wealth Management’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 		$1.08K Hold
4
– – ﹤0.01% 554
2026
Q2 		$921 Hold
4
– – ﹤0.01% 589
2026
Q1 		$868 Buy
4
+3
+300% +$700 ﹤0.01% 568
2025
Q4 		$291 Buy
+1
New +$281 ﹤0.01% 820
2025
Q3 		– Sell
-1
Closed -$448 – 860
2025
Q2 		$448 Buy
+1
New +$438 ﹤0.01% 637

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Quaker Wealth Management's FDS Position: Q3 2026 in Review

Quaker Wealth Management held its Factset (FDS) position steady in Q3 2026 at 4 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Quaker Wealth Management first reported a position in FDS in Q2 2025 and has held it in 5 quarters since. 160 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Quaker Wealth Management held 4 shares of Factset worth $1.08K as of Q3 2026.
  • Quaker Wealth Management left its Factset share count unchanged in Q3 2026.
  • Factset made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #554 holding.
  • Quaker Wealth Management first reported a position in Factset in Q2 2025 and has held it in 5 quarters since.
  • 160 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.