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Stonebridge Financial Group (Pennsylvania)’s Factset FDS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q4 		– Sell
-10,123
Closed -$2.9M – 254
2025
Q3 		$2.9M Buy
10,123
+447
+5% +$171K 0.26% 90
2025
Q2 		$4.33M Buy
9,676
+246
+3% +$108K 0.42% 66
2025
Q1 		$4.29M Buy
9,430
+276
+3% +$126K 0.46% 58
2024
Q4 		$4.4M Buy
+9,154
New +$4.35M 0.48% 54

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FDS Position: Q4 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Factset (FDS) in Q4 2025, closing a stake of 10,123 shares — an estimated $2.9M sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in FDS in Q4 2024 and held it in 4 quarters. The position peaked at $4.4M in Q4 2024. 796 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 10,123 Factset shares in Q4 2025, an estimated $2.9M.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Factset in Q4 2024 and held it in 4 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Factset position peaked at $4.4M in Q4 2024.
  • 796 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q4 2025, filed 21 Jan 2026.