VERPA
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Virginia Estate & Retirement Planning Advisors’s Factset FDS Stock Holding History

Virginia Estate & Retirement Planning 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 		$1.84K Hold
8
– – ﹤0.01% 172
2026
Q1 		$1.74K Buy
+8
New +$1.87K ﹤0.01% 147

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

Virginia Estate & Retirement Planning Advisors's FDS Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Factset (FDS) position steady in Q2 2026 at 8 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Virginia Estate & Retirement Planning Advisors first reported a position in FDS in Q1 2026 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 8 shares of Factset worth $1.84K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Factset share count unchanged in Q2 2026.
  • Factset made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #172 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Factset in Q1 2026 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.