SageView Advisory Group’s Factset FDS Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-80	Closed	-$23.2K	–	1203
2025 Q4	$23.2K	Buy	+80	New	+$22.5K	﹤0.01%	1395

Other funds holding FDS

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

SageView Advisory Group's FDS Position: Q1 2026 in Review

SageView Advisory Group sold out of Factset (FDS) in Q1 2026, closing a stake of 80 shares — an estimated $23.2K sold.

SageView Advisory Group first reported a position in FDS in Q4 2025 and held it in 1 quarter. The position peaked at $23.2K in Q4 2025. 725 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

SageView Advisory Group reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 80 Factset shares in Q1 2026, an estimated $23.2K.
SageView Advisory Group first reported a position in Factset in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Factset position peaked at $23.2K in Q4 2025.
725 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.