Johnson Dunn Capital Advisors Inc’s Factset FDS Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$728K	Buy	+2,697	New	+$742K	0.52%	60

Other funds holding FDS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Shapiro Capital Management Atlanta, Georgia $1.46B AUM 11.55% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Johnson Dunn Capital Advisors Inc's FDS Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Factset (FDS) in Q3 2026: 2,697 shares worth $728K. The stake represents 0.52% of the portfolio and ranks #60 among its holdings.

591 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 2,697 shares of Factset worth $728K as of Q3 2026.
Factset was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Factset made up 0.52% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #60 holding.
591 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.