SFS
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Sowell Financial Services’s Factset FDS Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-853
Closed -$382K – 1095
2025
Q2 		$382K Buy
853
+89
+12% +$39K 0.02% 697
2025
Q1 		$347K Buy
+764
New +$348K 0.02% 707
2021
Q2 		– Sell
-14
Closed -$5K – 1248
2021
Q1 		$5K Hold
14
– – ﹤0.01% 2593
2020
Q4 		$5K Sell
14
-257
-95% -$84.9K ﹤0.01% 2266
2020
Q3 		$91K Sell
271
-109
-29% -$37.7K ﹤0.01% 1000
2020
Q2 		$125K Buy
380
+262
+222% +$75.7K 0.01% 896
2020
Q1 		$31K Sell
118
-62
-34% -$16.9K ﹤0.01% 1230
2019
Q4 		$48K Buy
180
+165
+1,100% +$42.4K ﹤0.01% 1160
2019
Q3 		$4K Buy
+15
New +$4.16K ﹤0.01% 1829

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Sowell Financial Services's FDS Position: Q3 2025 in Review

Sowell Financial Services sold out of Factset (FDS) in Q3 2025, closing a stake of 853 shares — an estimated $382K sold.

Sowell Financial Services first reported a position in FDS in Q3 2019 and held it in 9 quarters. The position peaked at $382K in Q2 2025. 773 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Sowell Financial Services reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Sowell Financial Services sold 853 Factset shares in Q3 2025, an estimated $382K.
  • Sowell Financial Services first reported a position in Factset in Q3 2019 and held it in 9 quarters.
  • Sowell Financial Services's Factset position peaked at $382K in Q2 2025.
  • 773 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Sowell Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.