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Regal Investment Advisors’s Factset FDS Stock Holding History

Regal Investment 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
2026
Q2 		$2.79M Sell
12,125
-82
-0.7% -$18.8K 0.14% 164
2026
Q1 		$2.65M Buy
12,207
+4,726
+63% +$1.1M 0.15% 161
2025
Q4 		$2.17M Buy
+7,481
New +$2.1M 0.13% 180
2015
Q2 		– Sell
-47
Closed -$7K – 958
2015
Q1 		$7K Hold
47
– – ﹤0.01% 754
2014
Q4 		$7K Sell
47
-92
-66% -$12.2K ﹤0.01% 687
2014
Q3 		$17K Sell
139
-658
-83% -$81.3K 0.01% 586
2014
Q2 		$96K Sell
797
-17,850
-96% -$1.94M 0.03% 287
2014
Q1 		$2.01M Buy
18,647
+6,020
+48% +$637K 0.85% 39
2013
Q4 		$1.37M Buy
12,627
+2,158
+21% +$240K 0.79% 48
2013
Q3 		$1.14M Sell
10,469
-485
-4% -$52.4K 0.67% 49
2013
Q2 		$1.12M Buy
+10,954
New +$1.05M 0.62% 49

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 $3.37T AUM 44.26% 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

Regal Investment Advisors's FDS Position: Q2 2026 in Review

Regal Investment Advisors reduced its Factset (FDS) stake by 0.67% in Q2 2026, selling an estimated $18.8K and leaving 12,125 shares worth $2.79M. The position accounts for 0.14% of the portfolio, ranked #164.

Regal Investment Advisors first reported a position in FDS in Q2 2013 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Regal Investment Advisors held 12,125 shares of Factset worth $2.79M as of Q2 2026.
  • Regal Investment Advisors sold 82 Factset shares in Q2 2026, an estimated $18.8K.
  • Factset made up 0.14% of Regal Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Regal Investment Advisors first reported a position in Factset in Q2 2013 and has held it in 11 quarters since.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.