Legacy Financial Strategies »

FactSet Research Systems shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in FactSet Research Systems by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 5.6k 286.49
2025-06-30 $2.5M 5.5k 447.28

More positions owned by Legacy Financial Strategies

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Expnd Tec Sc Etf (IGM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)

View all positions for Legacy Financial Strategies

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