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Savvy Advisors Inc’s Factset FDS Stock Holding History

Savvy 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
Q1 		$925K Buy
4,263
+2,772
+186% +$647K 0.02% 456
2025
Q4 		$433K Buy
+1,491
New +$419K 0.01% 619
2025
Q3 		– Sell
-801
Closed -$358K – 831
2025
Q2 		$358K Buy
801
+142
+22% +$62.2K 0.02% 447
2025
Q1 		$300K Buy
+659
New +$300K 0.03% 394

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Savvy Advisors Inc's FDS Position: Q1 2026 in Review

Savvy Advisors Inc increased its Factset (FDS) stake by 186% in Q1 2026, buying an estimated $647K and bringing the position to 4,263 shares worth $925K. The position accounts for 0.02% of the portfolio, ranked #456.

Savvy Advisors Inc first reported a position in FDS in Q1 2025 and has held it in 4 quarters since. 718 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Savvy Advisors Inc held 4,263 shares of Factset worth $925K as of Q1 2026.
  • Savvy Advisors Inc bought 2,772 Factset shares in Q1 2026, an estimated $647K.
  • Factset made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #456 holding.
  • Savvy Advisors Inc first reported a position in Factset in Q1 2025 and has held it in 4 quarters since.
  • 718 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.