Third View Private Wealth
FDS icon

Third View Private Wealth’s Factset FDS Stock Holding History

Third View Private Wealth’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 		$1.51M Sell
5,596
-170
-3% -$46.8K 0.18% 104
2026
Q2 		$1.33M Sell
5,766
-321
-5% -$73.7K 0.16% 107
2026
Q1 		$1.32M Buy
6,087
+446
+8% +$104K 0.18% 105
2025
Q4 		$1.64M Buy
+5,641
New +$1.58M 0.22% 95

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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Yacktman Asset Management
Yacktman Asset Management Austin, Texas $8.38B AUM 19.52% 1-Year Est. Return

Third View Private Wealth's FDS Position: Q3 2026 in Review

Third View Private Wealth reduced its Factset (FDS) stake by 2.9% in Q3 2026, selling an estimated $46.8K and leaving 5,596 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #104.

Third View Private Wealth first reported a position in FDS in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.64M in Q4 2025. 411 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Third View Private Wealth held 5,596 shares of Factset worth $1.51M as of Q3 2026.
  • Third View Private Wealth sold 170 Factset shares in Q3 2026, an estimated $46.8K.
  • Factset made up 0.18% of Third View Private Wealth's portfolio in Q3 2026, its #104 holding.
  • Third View Private Wealth first reported a position in Factset in Q4 2025 and has held it in 4 quarters since.
  • Third View Private Wealth's Factset position peaked at $1.64M in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.