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Stephens Consulting’s Factset FDS Stock Holding History

Stephens Consulting’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
-1
Closed -$448 – 668
2025
Q2 		$448 Buy
+1
New +$438 ﹤0.01% 925
2025
Q1 		– Sell
-27
Closed -$13K – 1527
2024
Q4 		$13K Hold
27
– – ﹤0.01% 320
2024
Q3 		$12.4K Sell
27
-6
-18% -$2.55K ﹤0.01% 315
2024
Q2 		$13.5K Buy
+33
New +$14K ﹤0.01% 307

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Stephens Consulting's FDS Position: Q3 2025 in Review

Stephens Consulting sold out of Factset (FDS) in Q3 2025, closing a stake of 1 share — an estimated $448 sold.

Stephens Consulting first reported a position in FDS in Q2 2024 and held it in 4 quarters. The position peaked at $13.5K in Q2 2024. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Stephens Consulting reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 Factset share in Q3 2025, an estimated $448.
  • Stephens Consulting first reported a position in Factset in Q2 2024 and held it in 4 quarters.
  • Stephens Consulting's Factset position peaked at $13.5K in Q2 2024.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.