TD Capital Management
FDS icon

TD Capital Management’s Factset FDS Stock Holding History

TD Capital 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
Q3 		$6.75K Hold
25
– – ﹤0.01% 501
2026
Q2 		$5.75K Hold
25
– – ﹤0.01% 517
2026
Q1 		$5.42K Hold
25
– – ﹤0.01% 546
2025
Q4 		$7.26K Hold
25
– – ﹤0.01% 489
2025
Q3 		$7.16K Hold
25
– – ﹤0.01% 462
2025
Q2 		$11.2K Hold
25
– – ﹤0.01% 398
2025
Q1 		$11.4K Buy
+25
New +$11.4K ﹤0.01% 299
2017
Q4 		– Sell
-40
Closed -$7K – 218
2017
Q3 		$7K Buy
+40
New +$6.53K ﹤0.01% 154

Other funds holding FDS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return

TD Capital Management's FDS Position: Q3 2026 in Review

TD Capital Management held its Factset (FDS) position steady in Q3 2026 at 25 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

TD Capital Management first reported a position in FDS in Q3 2017 and has held it in 8 quarters since. The position peaked at $11.4K in Q1 2025. 504 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • TD Capital Management held 25 shares of Factset worth $6.75K as of Q3 2026.
  • TD Capital Management left its Factset share count unchanged in Q3 2026.
  • Factset made up ﹤0.01% of TD Capital Management's portfolio in Q3 2026, its #501 holding.
  • TD Capital Management first reported a position in Factset in Q3 2017 and has held it in 8 quarters since.
  • TD Capital Management's Factset position peaked at $11.4K in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on TD Capital Management's 13F filing for Q3 2026, filed 10 Nov 2026.