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Ridgewood Investments’s Factset FDS Stock Holding History

Ridgewood Investments’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 		$855K Hold
3,168
– – 0.32% 99
2026
Q2 		$729K Sell
3,168
-53
-2% -$12.2K 0.27% 119
2026
Q1 		$699K Buy
+3,221
New +$752K 0.29% 106
2025
Q3 		$447K Buy
+1,561
New +$596K 0.19% 137
2023
Q3 		– Sell
-5
Closed -$2K – 376
2023
Q2 		$2K Hold
5
– – ﹤0.01% 698
2023
Q1 		$2.08K Buy
+5
New +$2.08K ﹤0.01% 687

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Ridgewood Investments's FDS Position: Q3 2026 in Review

Ridgewood Investments held its Factset (FDS) position steady in Q3 2026 at 3,168 shares worth $855K. The position accounts for 0.32% of the portfolio, ranked #99.

Ridgewood Investments first reported a position in FDS in Q1 2023 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Ridgewood Investments held 3,168 shares of Factset worth $855K as of Q3 2026.
  • Ridgewood Investments left its Factset share count unchanged in Q3 2026.
  • Factset made up 0.32% of Ridgewood Investments's portfolio in Q3 2026, its #99 holding.
  • Ridgewood Investments first reported a position in Factset in Q1 2023 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.