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Signal Advisors Wealth’s Factset FDS Stock Holding History

Signal Advisors Wealth’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
-873
Closed -$397K – 492
2025
Q1 		$397K Buy
873
+3
+0.3% +$1.37K 0.04% 312
2024
Q4 		$418K Buy
870
+40
+5% +$19K 0.05% 290
2024
Q3 		$382K Buy
+830
New +$352K 0.05% 297

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Signal Advisors Wealth's FDS Position: Q2 2025 in Review

Signal Advisors Wealth sold out of Factset (FDS) in Q2 2025, closing a stake of 873 shares — an estimated $397K sold.

Signal Advisors Wealth first reported a position in FDS in Q3 2024 and held it in 3 quarters. The position peaked at $418K in Q4 2024. 835 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • Signal Advisors Wealth reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 873 Factset shares in Q2 2025, an estimated $397K.
  • Signal Advisors Wealth first reported a position in Factset in Q3 2024 and held it in 3 quarters.
  • Signal Advisors Wealth's Factset position peaked at $418K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.