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FactSet Research Systems shares owned by BKM Wealth Management

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

Historical chart of BKM Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by BKM 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 BKM Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $952k 2.1k 459.85
2024-06-30 $821k 2.0k 408.27
2024-03-31 $1.3M 2.8k 454.39
2023-12-31 $1.2M 2.5k 477.05

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View all positions for BKM Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
BlackRock
Bamco
State Street Corporation
Morgan Stanley
Wells Fargo & Company
Kayne Anderson Rudnick Investment Management
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Massachusetts Financial Services
Amundi

View all funds holding FactSet Research Systems