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West Coast Financial’s Factset FDS Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-819
Closed -$372K – 46
2025
Q1 		$372K Sell
819
-115
-12% -$52.4K 0.04% 122
2024
Q4 		$449K Sell
934
-8
-0.8% -$3.8K 0.05% 112
2024
Q3 		$433K Sell
942
-355
-27% -$151K 0.05% 113
2024
Q2 		$530K Sell
1,297
-15,107
-92% -$6.42M 0.06% 98
2024
Q1 		$7.45M Sell
16,404
-23
-0.1% -$10.7K 0.9% 38
2023
Q4 		$7.84M Buy
16,427
+1,858
+13% +$836K 1.03% 33
2023
Q3 		$6.37M Buy
14,569
+218
+2% +$92.8K 0.95% 37
2023
Q2 		$5.75M Sell
14,351
-311
-2% -$125K 0.81% 53
2023
Q1 		$6.09M Buy
+14,662
New +$6.11M 0.93% 38

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

West Coast Financial's FDS Position: Q2 2025 in Review

West Coast Financial sold out of Factset (FDS) in Q2 2025, closing a stake of 819 shares — an estimated $372K sold.

West Coast Financial first reported a position in FDS in Q1 2023 and held it in 9 quarters. The position peaked at $7.84M in Q4 2023. 836 funds tracked by Wall St. Rank hold FDS as of Q2 2025.

  • West Coast Financial reported no remaining Factset position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 819 Factset shares in Q2 2025, an estimated $372K.
  • West Coast Financial first reported a position in Factset in Q1 2023 and held it in 9 quarters.
  • West Coast Financial's Factset position peaked at $7.84M in Q4 2023.
  • 836 funds tracked by Wall St. Rank held Factset as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.