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FactSet Research Systems shares owned by Financial Strategies Group

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

Historical chart of Financial Strategies Group investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 30k 264.57

More positions owned by Financial Strategies Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Portfolio Agrgte (SPAB)
Fidelity Covington Trust Enhanced Intl (FENI)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Series Trust Portfolio S&p400 (SPMD)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Hca Holdings (HCA)
Progressive Corporation (PGR)
JPMorgan Chase & Co. (JPM)

View all positions for Financial Strategies Group

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