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FactSet Research Systems shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 7.5k 290.19
2015-03-31 $7.0k 47 148.94
2014-12-31 $7.0k 47 148.94
2014-09-30 $17k 139 122.30
2014-06-30 $96k 797 120.45
2014-03-31 $2.0M 19k 107.79
2013-12-31 $1.4M 13k 108.58
2013-09-30 $1.1M 11k 109.08
2013-06-30 $1.1M 11k 101.97