STAS
FDS icon

Strong Tower Advisory Services’s Factset FDS Stock Holding History

Strong Tower Advisory 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
2026
Q1 		– Sell
-9,511
Closed -$2.76M – 94
2025
Q4 		$2.76M Buy
9,511
+800
+9% +$225K 0.49% 65
2025
Q3 		$2.5M Buy
8,711
+2,106
+32% +$805K 0.47% 65
2025
Q2 		$2.95M Buy
6,605
+202
+3% +$88.5K 0.58% 53
2025
Q1 		$2.6M Buy
6,403
+1,396
+28% +$636K 0.64% 46
2024
Q4 		$2.4M Buy
5,007
+233
+5% +$111K 0.63% 38
2024
Q3 		$2.2M Buy
4,774
+887
+23% +$377K 0.61% 41
2024
Q2 		$1.59M Buy
3,887
+604
+18% +$257K 0.52% 41
2024
Q1 		$1.45M Buy
3,283
+136
+4% +$63.4K 0.58% 39
2023
Q4 		$1.5M Sell
3,147
-51
-2% -$23K 0.66% 32
2023
Q3 		$1.4M Buy
3,198
+8
+0.3% +$3.41K 0.7% 32
2023
Q2 		$1.28M Sell
3,190
-4
-0.1% -$1.61K 0.61% 37
2023
Q1 		$1.33M Sell
3,194
-37
-1% -$15.4K 0.7% 33
2022
Q4 		$1.3M Buy
3,231
+25
+0.8% +$10.6K 0.78% 30
2022
Q3 		$1.28M Buy
3,206
+58
+2% +$24.6K 0.76% 26
2022
Q2 		$1.21M Sell
3,148
-67
-2% -$26.2K 0.66% 37
2022
Q1 		$1.4M Buy
3,215
+572
+22% +$241K 0.71% 33
2021
Q4 		$1.28M Sell
2,643
-32
-1% -$14.3K 0.68% 33
2021
Q3 		$1.1M Buy
+2,675
New +$972K 0.64% 34

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strong Tower Advisory Services's FDS Position: Q1 2026 in Review

Strong Tower Advisory Services sold out of Factset (FDS) in Q1 2026, closing a stake of 9,511 shares — an estimated $2.76M sold.

Strong Tower Advisory Services first reported a position in FDS in Q3 2021 and held it in 18 quarters. The position peaked at $2.95M in Q2 2025. 724 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Strong Tower Advisory Services reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
  • Strong Tower Advisory Services sold 9,511 Factset shares in Q1 2026, an estimated $2.76M.
  • Strong Tower Advisory Services first reported a position in Factset in Q3 2021 and held it in 18 quarters.
  • Strong Tower Advisory Services's Factset position peaked at $2.95M in Q2 2025.
  • 724 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Strong Tower Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.