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Steward Financial Group’s Factset FDS Stock Holding History

Steward Financial Group’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
2023
Q3 		$7K Buy
+17
New +$7.24K ﹤0.01% 491
2022
Q3 		– Sell
-3
Closed -$1K – 512
2022
Q2 		$1K Buy
+3
New +$1.17K ﹤0.01% 728

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Financial Group's FDS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Factset (FDS) in Q3 2023: 17 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FDS as recently as Q2 2022.

Steward Financial Group first reported a position in FDS in Q2 2022 and has held it in 2 quarters since. 731 funds tracked by Wall St. Rank hold FDS as of Q3 2023.

  • Steward Financial Group held 17 shares of Factset worth $7K as of Q3 2023.
  • Factset was a new Steward Financial Group position in Q3 2023.
  • Factset made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #491 holding.
  • Steward Financial Group first reported a position in Factset in Q2 2022 and has held it in 2 quarters since.
  • 731 funds tracked by Wall St. Rank held Factset as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.