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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
Q2 		$1.11M Buy
4,830
+567
+13% +$130K 0.02% 495
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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's FDS Position: Q2 2026 in Review

Savvy Advisors Inc increased its Factset (FDS) stake by 13% in Q2 2026, buying an estimated $130K and bringing the position to 4,830 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #495.

Savvy Advisors Inc first reported a position in FDS in Q1 2025 and has held it in 5 quarters since. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Savvy Advisors Inc held 4,830 shares of Factset worth $1.11M as of Q2 2026.
  • Savvy Advisors Inc bought 567 Factset shares in Q2 2026, an estimated $130K.
  • Factset made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #495 holding.
  • Savvy Advisors Inc first reported a position in Factset in Q1 2025 and has held it in 5 quarters since.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.