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FactSet Research Systems shares owned by Fullcircle Wealth

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

Historical chart of Fullcircle Wealth investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Fullcircle Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 773 264.58
2025-06-30 $223k 564 396.16
2025-03-31 $217k 512 422.90
2024-12-31 $200k 436 459.39

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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