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Riversedge Advisors’s Factset FDS Stock Holding History

Riversedge 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
Q3 		$325K Buy
1,204
+24
+2% +$6.6K 0.04% 231
2026
Q2 		$271K Buy
+1,180
New +$271K 0.04% 230

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
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
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
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

Riversedge Advisors's FDS Position: Q3 2026 in Review

Riversedge Advisors increased its Factset (FDS) stake by 2% in Q3 2026, buying an estimated $6.6K and bringing the position to 1,204 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #231.

Riversedge Advisors first reported a position in FDS in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Riversedge Advisors held 1,204 shares of Factset worth $325K as of Q3 2026.
  • Riversedge Advisors bought 24 Factset shares in Q3 2026, an estimated $6.6K.
  • Factset made up 0.04% of Riversedge Advisors's portfolio in Q3 2026, its #231 holding.
  • Riversedge Advisors first reported a position in Factset in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.