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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
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
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