FactSet Research Systems shares owned by AE Wealth Management
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $17M | 75k | 230.08 |
| 2026-03-31 | $507k | 2.3k | 216.99 |
| 2025-12-31 | $456k | 1.6k | 290.19 |
| 2023-12-31 | $1.8M | 3.8k | 470.64 |
| 2023-09-30 | $1.6M | 3.6k | 437.24 |
| 2023-06-30 | $1.4M | 3.5k | 400.62 |
| 2023-03-31 | $1.4M | 3.3k | 415.05 |
| 2022-12-31 | $1.4M | 3.4k | 401.16 |
| 2022-09-30 | $1.4M | 3.4k | 400.00 |
| 2022-06-30 | $1.4M | 3.6k | 384.51 |
| 2022-03-31 | $1.6M | 3.7k | 434.31 |
| 2021-12-31 | $1.7M | 3.5k | 486.17 |
| 2021-09-30 | $1.3M | 3.4k | 394.67 |
| 2021-06-30 | $1.1M | 3.3k | 335.68 |
| 2021-03-31 | $985k | 3.2k | 308.49 |
| 2020-12-31 | $1.0M | 3.1k | 332.58 |
| 2020-09-30 | $838k | 2.5k | 335.07 |
| 2020-06-30 | $636k | 1.9k | 328.34 |
| 2020-03-31 | $485k | 1.9k | 260.47 |
| 2019-12-31 | $540k | 2.0k | 268.52 |
| 2019-09-30 | $432k | 1.8k | 242.97 |