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FactSet Research Systems shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $145k 645 224.71
2025-12-31 $186k 642 290.30

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View all positions for Bullock Wealth Management Group

Top funds holding FactSet Research Systems

Bamco
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
AQR Capital Management
Loomis, Sayles and
Geode Capital Management
Investec Asset Management
Morgan Stanley
Invesco
Bank of America Corporation
Goldman Sachs Group
ProShare Advisors
Arrowstreet Capital, Limited Partnership

View all funds holding FactSet Research Systems