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FactSet Research Systems shares owned by Guardian Wealth Advisors

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

Historical chart of Guardian Wealth Advisors investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Guardian 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 Guardian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $517k 1.8k 286.49
2025-06-30 $223k 499 447.28
2023-03-31 $18k 43 415.09
2022-09-30 $40k 101 396.04

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr S&p 500 Grwt Etf (IVW)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr S&p 500 Val Etf (IVE)
C H Robinson Worldwide Com New (CHRW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Ultra Short Dur (ICSH)
Ishares U S Etf Tr Short Duration B (NEAR)

View all positions for Guardian Wealth Advisors

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