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FactSet Research Systems shares owned by Western Pacific Wealth Management

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Western Pacific Wealth Management from 13F filings

Historical chart of Western Pacific Wealth Management investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Western Pacific Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Western Pacific Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 42 286.50
2025-06-30 $19k 42 447.29
2025-03-31 $19k 42 454.64
2024-12-31 $20k 42 480.29
2024-09-30 $19k 42 459.86

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View all positions for Western Pacific Wealth Management

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