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Wedbush Securities’s Factset FDS Stock Holding History

Wedbush Securities’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 		$1.67M Buy
7,248
+409
+6% +$93.9K 0.04% 337
2026
Q1 		$1.48M Buy
6,839
+2,230
+48% +$520K 0.04% 342
2025
Q4 		$1.34M Buy
4,609
+1,141
+33% +$320K 0.04% 354
2025
Q3 		$993K Buy
3,468
+2,752
+384% +$1.05M 0.03% 430
2025
Q2 		$320K Hold
716
– – 0.01% 812
2025
Q1 		$326K Sell
716
-63
-8% -$28.7K 0.01% 768
2024
Q4 		$374K Buy
779
+325
+72% +$154K 0.01% 718
2024
Q3 		$209K Sell
454
-1,255
-73% -$533K 0.01% 978
2024
Q2 		$698K Buy
1,709
+1
+0.1% +$425 0.03% 491
2024
Q1 		$776K Buy
1,708
+1,260
+281% +$587K 0.03% 479
2023
Q4 		$214K Sell
448
-50
-10% -$22.5K 0.01% 930
2023
Q3 		$218K Buy
+498
New +$212K 0.01% 877

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

Wedbush Securities's FDS Position: Q2 2026 in Review

Wedbush Securities increased its Factset (FDS) stake by 6% in Q2 2026, buying an estimated $93.9K and bringing the position to 7,248 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #337.

Wedbush Securities first reported a position in FDS in Q3 2023 and has held it in 12 quarters since. 762 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Wedbush Securities held 7,248 shares of Factset worth $1.67M as of Q2 2026.
  • Wedbush Securities bought 409 Factset shares in Q2 2026, an estimated $93.9K.
  • Factset made up 0.04% of Wedbush Securities's portfolio in Q2 2026, its #337 holding.
  • Wedbush Securities first reported a position in Factset in Q3 2023 and has held it in 12 quarters since.
  • 762 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.