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FactSet Research Systems shares owned by Bennett Associates Wealth Management

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

Historical chart of Bennett Associates Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Bennett Associates 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 Bennett Associates Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $273k 1.3k 216.99

More positions owned by Bennett Associates Wealth Management

First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Mega Grwth Ind (MGK)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Msci Emrg Chn (EMXC)
First Tr Exchange-traded SHS (FDL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Univrsl Usd (IUSB)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Harbor Etf Trust Harbor Commodity (HGER)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Lattice Strategies Tr Hartford Mlt Etf (RODM)

View all positions for Bennett Associates Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
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
Wells Fargo & Company
ProShare Advisors
Marshall Wace

View all funds holding FactSet Research Systems