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FactSet Research Systems shares owned by Fulcrum Wealth Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Fulcrum Wealth Advisors from 13F filings

Historical chart of Fulcrum Wealth Advisors investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Fulcrum Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 1.1k 229.98

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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