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 $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo's FDS Position: Q2 2026 in Review

Wells Fargo reduced its Factset (FDS) stake by 47% in Q2 2026, selling an estimated $74.3M and leaving 369,718 shares worth $85.1M. The position accounts for 0.01% of the portfolio, ranked #747.

Wells Fargo first reported a position in FDS in Q2 2013 and has held it in 53 quarters since. The position peaked at $796M in Q4 2021. 767 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Wells Fargo held 369,718 shares of Factset worth $85.1M as of Q2 2026.
Wells Fargo sold 323,513 Factset shares in Q2 2026, an estimated $74.3M.
Factset made up 0.01% of Wells Fargo's portfolio in Q2 2026, its #747 holding.
Wells Fargo first reported a position in Factset in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's Factset position peaked at $796M in Q4 2021.
767 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.