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FactSet Research Systems shares owned by BCGM Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by BCGM Wealth Management from 13F filings

Historical chart of BCGM Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by BCGM Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by BCGM Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.5M 11k 230.09

More positions owned by BCGM Wealth Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Eli Lilly & Co. (LLY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Mmentm (MTUM)
Exxon Mobil Corporation (XOM)

View all positions for BCGM Wealth Management

Top funds holding FactSet Research Systems

Bamco
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Loomis, Sayles and
Investec Asset Management
Geode Capital Management
Invesco
Morgan Stanley
Bank of America Corporation
Marshall Wace
Wells Fargo & Company
ProShare Advisors
Bank Of Montreal

View all funds holding FactSet Research Systems