UFF
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USA FINANCIAL FORMULAS’s Factset FDS Stock Holding History

USA FINANCIAL FORMULAS’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 		$43K Buy
+187
New +$42.9K 0.01% 300

Other funds holding FDS

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
MCI
McDonald Capital Investors Orinda, California $1.37B AUM 1.88% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

USA FINANCIAL FORMULAS's FDS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Factset (FDS) in Q2 2026: 187 shares worth $43K. The stake represents 0.01% of the portfolio and ranks #300 among its holdings.

340 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • USA FINANCIAL FORMULAS held 187 shares of Factset worth $43K as of Q2 2026.
  • Factset was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Factset made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #300 holding.
  • 340 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.