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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.24B AUM 11.32% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
RFM
Ranmore Fund Management Cobham, United Kingdom $903M AUM 7.45% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Wedmont Private Capital's FDS Position: Q2 2026 in Review

Wedmont Private Capital increased its Factset (FDS) stake by 37% in Q2 2026, buying an estimated $116K and bringing the position to 1,872 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #578.

Wedmont Private Capital first reported a position in FDS in Q3 2022 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

  • Wedmont Private Capital held 1,872 shares of Factset worth $463K as of Q2 2026.
  • Wedmont Private Capital bought 507 Factset shares in Q2 2026, an estimated $116K.
  • Factset made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #578 holding.
  • Wedmont Private Capital first reported a position in Factset in Q3 2022 and has held it in 7 quarters since.
  • 406 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.