Wells Fargo’s Factset FDS Stock Holding History

Wells Fargo’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
2019 Q4	–	Sell	-10,200	Closed	-$76K	–	6460
2019 Q3	$76K	Buy	+10,200	New	+$2.83M	﹤0.01%	5427

Other funds holding FDS

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo's FDS Position: Q1 2026 in Review

Wells Fargo reduced its Factset (FDS) stake by 42% in Q1 2026, selling an estimated $117M and leaving 693,231 shares worth $150M. The position accounts for 0.03% of the portfolio, ranked #485.

Wells Fargo first reported a position in FDS in Q2 2013 and has held it in 52 quarters since. The position peaked at $796M in Q4 2021. 719 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

Wells Fargo held 693,231 shares of Factset worth $150M as of Q1 2026.
Wells Fargo sold 499,641 Factset shares in Q1 2026, an estimated $117M.
Factset made up 0.03% of Wells Fargo's portfolio in Q1 2026, its #485 holding.
Wells Fargo first reported a position in Factset in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Factset position peaked at $796M in Q4 2021.
719 funds tracked by Wall St. Rank held Factset as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.