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FactSet Research Systems shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in FactSet Research Systems by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.5M 7.9k 447.28
2024-12-31 $13M 28k 480.30
2024-09-30 $13M 28k 459.86
2024-03-31 $13M 28k 454.41
2023-12-31 $13M 27k 477.07
2023-09-30 $12M 27k 437.28
2023-06-30 $10M 26k 400.65

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
State Street Corporation
Bamco
Loomis, Sayles and
Investec Asset Management
Wells Fargo & Company
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
Marshall Wace
ProShare Advisors
Goldman Sachs Group

View all funds holding FactSet Research Systems