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FactSet Research Systems shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

All positions including FactSet Research Systems held by New Wave 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $209k 962 217.08
2024-12-31 $6.3k 13 486.85

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Top funds holding FactSet Research Systems

Vanguard Group
Bamco
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Loomis, Sayles and
Investec Asset Management
Geode Capital Management
Invesco
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
ProShare Advisors
Marshall Wace

View all funds holding FactSet Research Systems