TCM
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
Q2 		$5.75K Hold
25
– – ﹤0.01% 517
2026
Q1 		$5.42K Hold
25
– – ﹤0.01% 546
2025
Q4 		$7.25K 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

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
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

TD Capital Management's FDS Position: Q2 2026 in Review

TD Capital Management held its Factset (FDS) position steady in Q2 2026 at 25 shares worth $5.75K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

TD Capital Management first reported a position in FDS in Q3 2017 and has held it in 7 quarters since. The position peaked at $11.4K in Q1 2025. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • TD Capital Management held 25 shares of Factset worth $5.75K as of Q2 2026.
  • TD Capital Management left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #517 holding.
  • TD Capital Management first reported a position in Factset in Q3 2017 and has held it in 7 quarters since.
  • TD Capital Management's Factset position peaked at $11.4K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.