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FactSet Research Systems shares owned by Stonebridge Financial Group

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

Historical chart of Stonebridge Financial Group investment in FactSet Research Systems

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

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Quarterly reported holdings in FactSet Research Systems by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.9M 10k 286.48
2025-06-30 $4.3M 9.7k 447.26
2025-03-31 $4.3M 9.4k 454.62
2024-12-31 $4.4M 9.2k 480.26

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Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
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Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

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