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FactSet Research Systems shares owned by Journey Retirement Planning & Investment Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Journey Retirement Planning & Investment Management from 13F filings

Historical chart of Journey Retirement Planning & Investment Management investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Journey Retirement Planning & Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Journey Retirement Planning & Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 1.0k 217.19
2025-12-31 $1.1M 3.6k 290.39