Smartleaf Asset Management’s Factset FDS Stock Holding History

Smartleaf Asset Management’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	$7.16K	Sell	35 -13	-27%	-$3.03K	﹤0.01%	2476
2025 Q4	$14.1K	Sell	48 -61	-56%	-$17.1K	﹤0.01%	2222
2025 Q3	$31.8K	Sell	109 -3	-3%	-$1.15K	﹤0.01%	1609
2025 Q2	$49.6K	Sell	112 -44	-28%	-$19.3K	﹤0.01%	1170
2025 Q1	$70.1K	Sell	156 -49	-24%	-$22.3K	0.01%	990
2024 Q4	$98.9K	Buy	205 +33	+19%	+$15.7K	0.01%	847
2024 Q3	$78.9K	Buy	172 +116	+207%	+$49.3K	0.01%	782
2024 Q2	$23.2K	Buy	56 +35	+167%	+$14.9K	﹤0.01%	977
2024 Q1	$9.39K	Buy	21 +12	+133%	+$5.59K	﹤0.01%	1027
2023 Q4	$4.29K	Buy	+9	New	+$4.05K	﹤0.01%	894

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return