Riverview Trust Company’s Factset FDS Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-54	Closed	-$24.6K	–	340
2025 Q1	$24.6K	Hold	54	–	–	0.02%	353
2024 Q4	$25.9K	Hold	54	–	–	0.02%	364
2024 Q3	$24.8K	Sell	54 -14	-21%	-$5.95K	0.02%	380
2024 Q2	$27.8K	Sell	68 -233	-77%	-$99K	0.03%	322
2024 Q1	$137K	Buy	+301	New	+$140K	0.11%	130
2023 Q4	–	Sell	-301	Closed	-$132K	–	275
2023 Q3	$132K	Hold	301	–	–	0.12%	125
2023 Q2	$121K	Hold	301	–	–	0.11%	119
2023 Q1	$125K	Hold	301	–	–	0.11%	120
2022 Q4	$121K	Hold	301	–	–	0.11%	127
2022 Q3	$120K	Hold	301	–	–	0.12%	121
2022 Q2	$116K	Hold	301	–	–	0.1%	137
2022 Q1	$131K	Buy	301 +68	+29%	+$28.7K	0.1%	127
2021 Q4	$113K	Hold	233	–	–	0.07%	113
2021 Q3	$92K	Hold	233	–	–	0.1%	122
2021 Q2	$78K	Hold	233	–	–	0.08%	127
2021 Q1	$72K	Hold	233	–	–	0.08%	128
2020 Q4	$77K	Hold	233	–	–	0.09%	121
2020 Q3	$78K	Hold	233	–	–	0.09%	123
2020 Q2	$77K	Hold	233	–	–	0.07%	132
2020 Q1	$61K	Hold	233	–	–	0.06%	137
2019 Q4	$63K	Hold	233	–	–	0.04%	160
2019 Q3	$57K	Hold	233	–	–	0.04%	158
2019 Q2	$67K	Hold	233	–	–	0.05%	146
2019 Q1	$58K	Hold	233	–	–	0.04%	144
2018 Q4	$47K	Buy	+233	New	+$51.3K	0.04%	153

Other funds holding FDS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Riverview Trust Company's FDS Position: Q2 2025 in Review

Riverview Trust Company sold out of Factset (FDS) in Q2 2025, closing a stake of 54 shares — an estimated $24.6K sold.

Riverview Trust Company first reported a position in FDS in Q4 2018 and held it in 25 quarters. The position peaked at $137K in Q1 2024. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

Riverview Trust Company reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 54 Factset shares in Q2 2025, an estimated $24.6K.
Riverview Trust Company first reported a position in Factset in Q4 2018 and held it in 25 quarters.
Riverview Trust Company's Factset position peaked at $137K in Q1 2024.
836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.