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TwinBeech Capital’s Factset FDS Stock Holding History

TwinBeech Capital’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
2025
Q4 		– Sell
-8,759
Closed -$2.51M – 681
2025
Q3 		$2.51M Buy
+8,759
New +$3.35M 0.1% 207
2024
Q2 		– Sell
-510
Closed -$232K – 618
2024
Q1 		$232K Buy
+510
New +$238K ﹤0.01% 495
2021
Q3 		– Sell
-1,082
Closed -$363K – 647
2021
Q2 		$363K Sell
1,082
-379
-26% -$124K 0.04% 348
2021
Q1 		$451K Sell
1,461
-3,794
-72% -$1.2M 0.07% 316
2020
Q4 		$1.75M Buy
+5,255
New +$1.74M 0.28% 115

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TwinBeech Capital's FDS Position: Q4 2025 in Review

TwinBeech Capital sold out of Factset (FDS) in Q4 2025, closing a stake of 8,759 shares — an estimated $2.51M sold.

TwinBeech Capital first reported a position in FDS in Q4 2020 and held it in 5 quarters. The position peaked at $2.51M in Q3 2025. 793 funds tracked by Wall St. Rank hold FDS as of Q4 2025.

  • TwinBeech Capital reported no remaining Factset position as of Q4 2025 after selling out during the quarter.
  • TwinBeech Capital sold 8,759 Factset shares in Q4 2025, an estimated $2.51M.
  • TwinBeech Capital first reported a position in Factset in Q4 2020 and held it in 5 quarters.
  • TwinBeech Capital's Factset position peaked at $2.51M in Q3 2025.
  • 793 funds tracked by Wall St. Rank held Factset as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.