FactSet Research Systems shares owned by Portside Wealth Group
Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in FactSet Research Systems
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Quarterly reported holdings in FactSet Research Systems by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $716k | 2.5k | 286.49 |
| 2025-06-30 | $1.1M | 2.5k | 447.28 |
| 2025-03-31 | $1.1M | 2.4k | 454.64 |
| 2024-12-31 | $1.7M | 3.5k | 480.28 |
| 2024-09-30 | $1.5M | 3.3k | 459.86 |
| 2024-06-30 | $1.3M | 3.2k | 408.27 |
| 2024-03-31 | $1.5M | 3.3k | 454.39 |
| 2023-12-31 | $1.4M | 3.0k | 477.05 |
| 2023-09-30 | $1.2M | 2.6k | 436.13 |
| 2023-06-30 | $1.0M | 2.6k | 400.65 |