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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Third View Private Wealth's FDS Position: Q2 2026 in Review

Third View Private Wealth reduced its Factset (FDS) stake by 5.3% in Q2 2026, selling an estimated $73.7K and leaving 5,766 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #107.

Third View Private Wealth first reported a position in FDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.64M in Q4 2025. 406 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Third View Private Wealth held 5,766 shares of Factset worth $1.33M as of Q2 2026.
  • Third View Private Wealth sold 321 Factset shares in Q2 2026, an estimated $73.7K.
  • Factset made up 0.16% of Third View Private Wealth's portfolio in Q2 2026, its #107 holding.
  • Third View Private Wealth first reported a position in Factset in Q4 2025 and has held it in 3 quarters since.
  • Third View Private Wealth's Factset position peaked at $1.64M in Q4 2025.
  • 406 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.