Turning Point Benefit Group’s Factset FDS Stock Holding History

Turning Point Benefit Group’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 Q1	–	Sell	-22	Closed	-$6.38K	–	343
2025 Q4	$6.38K	Sell	22 -2	-8%	-$561	﹤0.01%	271
2025 Q3	$6.88K	Buy	+24	New	+$9.17K	﹤0.01%	224

Other funds holding FDS

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Turning Point Benefit Group's FDS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Factset (FDS) in Q1 2026, closing a stake of 22 shares — an estimated $6.38K sold.

Turning Point Benefit Group first reported a position in FDS in Q3 2025 and held it in 2 quarters. The position peaked at $6.88K in Q3 2025. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Turning Point Benefit Group reported no remaining Factset position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 22 Factset shares in Q1 2026, an estimated $6.38K.
Turning Point Benefit Group first reported a position in Factset in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Factset position peaked at $6.88K in Q3 2025.
721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.