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BOLTON SECURITIES CORPORATION’s Factset FDS Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$4.52M Buy
+9,932
New +$4.52M 0.27% 98

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FDS Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Factset (FDS) in Q1 2025: 9,932 shares worth $4.52M. The stake represents 0.27% of the portfolio and ranks #98 among its holdings.

829 funds tracked by Wall St. Rank hold FDS as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 9,932 shares of Factset worth $4.52M as of Q1 2025.
  • Factset was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • Factset made up 0.27% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #98 holding.
  • 829 funds tracked by Wall St. Rank held Factset as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.