Wilmington Savings Fund Society’s Factset FDS Stock Holding History

Wilmington Savings Fund Society’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	$67.2K	Buy	292 +12	+4%	+$2.76K	﹤0.01%	836
2026 Q1	$60.8K	Sell	280 -450	-62%	-$105K	﹤0.01%	841
2025 Q4	$212K	Buy	730 +80	+12%	+$22.5K	0.01%	585
2025 Q3	$186K	Sell	650 -443	-41%	-$169K	﹤0.01%	609
2025 Q2	$489K	Buy	1,093 +6	+0.6%	+$2.63K	0.01%	588
2025 Q1	$494K	Buy	1,087 +182	+20%	+$82.9K	0.01%	582
2024 Q4	$434K	Buy	905 +28	+3%	+$13.3K	0.01%	622
2024 Q3	$403K	Buy	+877	New	+$372K	0.01%	627

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 $45.5B AUM 15.2% 1-Year Est. Return

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

Wilmington Savings Fund Society's FDS Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Factset (FDS) stake by 4.3% in Q2 2026, buying an estimated $2.76K and bringing the position to 292 shares worth $67.2K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Wilmington Savings Fund Society first reported a position in FDS in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q1 2025. 769 funds tracked by Wall St. Rank hold FDS as of Q2 2026.

Wilmington Savings Fund Society held 292 shares of Factset worth $67.2K as of Q2 2026.
Wilmington Savings Fund Society bought 12 Factset shares in Q2 2026, an estimated $2.76K.
Factset made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #836 holding.
Wilmington Savings Fund Society first reported a position in Factset in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Factset position peaked at $494K in Q1 2025.
769 funds tracked by Wall St. Rank held Factset as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.