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FactSet Research Systems shares owned by Burkett Financial Services

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Burkett Financial Services from 13F filings

Historical chart of Burkett Financial Services investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Burkett Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Burkett Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7k 6 289.00
2025-06-30 $2.7k 6 449.50
2025-03-31 $2.7k 6 455.67
2024-12-31 $2.9k 6 480.33
2024-09-30 $2.8k 6 459.83

More positions owned by Burkett Financial Services

Schwab US Large Cap Growth ETF Equity (SCHG)
Schwab US Dividend Equity ETF Equity (SCHD)
Vanguard FTSE Developed Markets ETF Equity (VEA)
MSCI EAFA Hedged Dollar ETF Equity (DBEF)
Eagle Capital Select Equity ETF Equity (EAGL)
Calamos S&P Structured ALT ETF Equity (CPSL)
iShares MSCI Min Vol Emerging Markets ETF Equity (EEMV)
iShares S&P 400 Mid Index Equity (IJH)
Loar Holdings Equity (LOAR)
iShares S&P 600 Small Cap Index Equity (IJR)
Vanguard Intermediate Treasury ETF Equity (VGIT)
Apple Equity (AAPL)
Microsoft Corp Equity (MSFT)
Schwab Mid Cap Blend ETF Equity (SCHM)
AT&T Corp Equity (T)

View all positions for Burkett Financial Services

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management

View all funds holding FactSet Research Systems