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Wedmont Private Capital’s Factset FDS Stock Holding History

Wedmont Private 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
2026
Q3 		$568K Buy
1,983
+111
+6% +$30.5K 0.01% 550
2026
Q2 		$463K Buy
1,872
+507
+37% +$116K 0.01% 578
2026
Q1 		$304K Buy
1,365
+507
+59% +$118K 0.01% 657
2025
Q4 		$251K Buy
+858
New +$241K 0.01% 695
2025
Q3 		– Sell
-739
Closed -$331K – 800
2025
Q2 		$331K Buy
+739
New +$324K 0.01% 539
2024
Q1 		– Sell
-485
Closed -$222K – 614
2023
Q4 		$222K Buy
485
+5
+1% +$2.25K 0.02% 502
2023
Q3 		$217K Buy
+480
New +$204K 0.02% 457
2022
Q4 		– Sell
-691
Closed -$276K – 456
2022
Q3 		$276K Buy
+691
New +$293K 0.06% 271

Other funds holding FDS

DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return

Wedmont Private Capital's FDS Position: Q3 2026 in Review

Wedmont Private Capital increased its Factset (FDS) stake by 5.9% in Q3 2026, buying an estimated $30.5K and bringing the position to 1,983 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #550.

Wedmont Private Capital first reported a position in FDS in Q3 2022 and has held it in 8 quarters since. 29 funds tracked by Wall St. Rank hold FDS as of Q3 2026.

  • Wedmont Private Capital held 1,983 shares of Factset worth $568K as of Q3 2026.
  • Wedmont Private Capital bought 111 Factset shares in Q3 2026, an estimated $30.5K.
  • Factset made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #550 holding.
  • Wedmont Private Capital first reported a position in Factset in Q3 2022 and has held it in 8 quarters since.
  • 29 funds tracked by Wall St. Rank held Factset as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.