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Raleigh Capital Management’s Factset FDS Stock Holding History

Raleigh Capital 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
Q2 		– Sell
-7
Closed -$1.52K – 660
2026
Q1 		$1.52K Buy
+7
New +$1.63K ﹤0.01% 573
2025
Q1 		– Sell
-8
Closed -$3.91K – 727
2024
Q4 		$3.91K Hold
8
– – ﹤0.01% 742
2024
Q3 		$3.74K Hold
8
– – ﹤0.01% 738
2024
Q2 		$3.31K Sell
8
-1
-11% -$425 ﹤0.01% 726
2024
Q1 		$4.13K Buy
9
+1
+13% +$466 ﹤0.01% 681
2023
Q4 		$3.85K Hold
8
– – ﹤0.01% 787
2023
Q3 		$3.52K Hold
8
– – ﹤0.01% 733
2023
Q2 		$3.22K Sell
8
-55
-87% -$22.2K ﹤0.01% 697
2023
Q1 		$26.2K Buy
63
+24
+62% +$9.99K 0.01% 327
2022
Q4 		$15.7K Buy
39
+29
+290% +$12.4K 0.01% 355
2022
Q3 		$4K Buy
+10
New +$4.23K ﹤0.01% 527

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raleigh Capital Management's FDS Position: Q2 2026 in Review

Raleigh Capital Management sold out of Factset (FDS) in Q2 2026, closing a stake of 7 shares — an estimated $1.52K sold.

Raleigh Capital Management first reported a position in FDS in Q3 2022 and held it in 11 quarters. The position peaked at $26.2K in Q1 2023. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Raleigh Capital Management reported no remaining Factset position as of Q2 2026 after selling out during the quarter.
  • Raleigh Capital Management sold 7 Factset shares in Q2 2026, an estimated $1.52K.
  • Raleigh Capital Management first reported a position in Factset in Q3 2022 and held it in 11 quarters.
  • Raleigh Capital Management's Factset position peaked at $26.2K in Q1 2023.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.