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Synergy Investment Management’s Factset FDS Stock Holding History

Synergy Investment Management’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
Q2 		$920 Buy
+4
New +$919 ﹤0.01% 985
2025
Q2 		– Sell
-5
Closed -$2.27K – 240
2025
Q1 		$2.27K Hold
5
– – ﹤0.01% 535
2024
Q4 		$2.4K Buy
+5
New +$2.38K ﹤0.01% 555

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Synergy Investment Management's FDS Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Factset (FDS) in Q2 2026: 4 shares worth $920. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in FDS as recently as Q1 2025.

Synergy Investment Management first reported a position in FDS in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.4K in Q4 2024. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Synergy Investment Management held 4 shares of Factset worth $920 as of Q2 2026.
  • Factset was a new Synergy Investment Management position in Q2 2026.
  • Factset made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #985 holding.
  • Synergy Investment Management first reported a position in Factset in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Factset position peaked at $2.4K in Q4 2024.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.