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FactSet Research Systems shares owned by Kfg Wealth Management

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

Historical chart of Kfg Wealth Management investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Kfg Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 946 454.51
2023-12-31 $447k 936 477.14
2023-09-30 $421k 962 437.30
2023-06-30 $333k 831 400.65

More positions owned by Kfg Wealth Management

Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Innovator Etfs Trust Power Buffer Set (PSTP)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Ishares Tr Cohen Steer Reit (ICF)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Us Aggbd Et (AGG)
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)
Ark Etf Tr Fintech Innova (ARKF)
Apple (AAPL)

View all positions for Kfg Wealth Management

Top funds holding FactSet Research Systems

Vanguard Group
Bamco
Wells Fargo & Company
Investec Asset Management
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Fiera Capital Corporation
Massachusetts Financial Services
Charles Schwab Investment Management
Legal & General Group
Btim
Congress Asset Management
Bank of New York Mellon
Mitsubishi UFJ Asset Management

View all funds holding FactSet Research Systems