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FactSet Research Systems shares owned by USA Financial Portformulas

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

Historical chart of USA Financial Portformulas investment in FactSet Research Systems

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in FactSet Research Systems by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2026-09-30 $38k 141 269.95
2025-03-31 $195k 428 454.64

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iShares MSCI Emerging Markets ETF Msci Emg Mkt Etf (EEM)
iShares S&P Small-Cap 600 Growth ETF S&P SML 600 GWT (IJT)
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AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF Allianzim Us Equ (JULU)
Allianzim Us Buffer 15 Uncapped Oct Etf Allianzim Us Equ (OCTU)
AIM ETF Products Trust - AllianzIM U.S. Equity Buffer15 Uncapped Apr ETF Allianzim Us Equ (ARLU)

View all positions for USA Financial Portformulas

Top funds holding FactSet Research Systems

Bamco
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
AQR Capital Management
Loomis, Sayles and
Geode Capital Management
Investec Asset Management
Invesco
Bank of America Corporation
Goldman Sachs Group
ProShare Advisors
Arrowstreet Capital, Limited Partnership
Charles Schwab Investment Management

View all funds holding FactSet Research Systems