UCFA
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United Capital Financial Advisors’s Factset FDS Stock Holding History

United Capital Financial Advisors’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 		$797K Buy
3,465
+428
+14% +$98.3K ﹤0.01% 897
2026
Q1 		$659K Buy
3,037
+209
+7% +$48.8K ﹤0.01% 935
2025
Q4 		$821K Buy
2,828
+1,219
+76% +$342K ﹤0.01% 804
2025
Q3 		$461K Buy
+1,609
New +$615K ﹤0.01% 884
2023
Q4 		– Sell
-506
Closed -$221K – 1076
2023
Q3 		$221K Sell
506
-8
-2% -$3.41K ﹤0.01% 784
2023
Q2 		$206K Sell
514
-182
-26% -$73.4K ﹤0.01% 850
2023
Q1 		$289K Buy
+696
New +$290K ﹤0.01% 835
2020
Q4 		– Sell
-759
Closed -$254K – 1207
2020
Q3 		$254K Buy
+759
New +$262K ﹤0.01% 1002
2020
Q2 		– Sell
-18,355
Closed -$4.79M – 1209
2020
Q1 		$4.79M Sell
18,355
-24,353
-57% -$6.63M 0.04% 348
2019
Q4 		$11.5M Buy
42,708
+13,850
+48% +$3.56M 0.07% 290
2019
Q3 		$7.01M Buy
+28,858
New +$8.01M 0.05% 337
2019
Q2 		– Sell
-25,502
Closed -$6.33M – 1473
2019
Q1 		$6.33M Buy
25,502
+1,380
+6% +$309K 0.04% 366
2018
Q4 		$4.83M Buy
+24,122
New +$5.31M 0.04% 385
2015
Q4 		– Sell
-5,106
Closed -$816K – 1236
2015
Q3 		$816K Buy
5,106
+51
+1% +$8.34K 0.01% 746
2015
Q2 		$822K Buy
5,055
+16
+0.3% +$2.6K 0.01% 766
2015
Q1 		$793K Sell
5,039
-500
-9% -$74.9K 0.01% 779
2014
Q4 		$780K Sell
5,539
-36
-0.6% -$4.78K 0.01% 704
2014
Q3 		$678K Buy
+5,575
New +$689K 0.01% 707

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Capital Financial Advisors's FDS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Factset (FDS) stake by 14% in Q2 2026, buying an estimated $98.3K and bringing the position to 3,465 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

United Capital Financial Advisors first reported a position in FDS in Q3 2014 and has held it in 18 quarters since. The position peaked at $11.5M in Q4 2019. 764 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • United Capital Financial Advisors held 3,465 shares of Factset worth $797K as of Q2 2026.
  • United Capital Financial Advisors bought 428 Factset shares in Q2 2026, an estimated $98.3K.
  • Factset made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #897 holding.
  • United Capital Financial Advisors first reported a position in Factset in Q3 2014 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Factset position peaked at $11.5M in Q4 2019.
  • 764 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.