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FactSet Research Systems shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 28k 454.41
2023-12-31 $13M 27k 477.07
2023-09-30 $12M 27k 437.28
2023-06-30 $10M 26k 400.65

More positions owned by Congress Wealth Management LLC / DE /

Goldman Sachs (GS)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Communication (XLC)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Energy (XLE)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Bamco
Loomis, Sayles and
Wells Fargo & Company
Morgan Stanley
Investec Asset Management
Geode Capital Management
Bank of America Corporation
Jpmorgan Chase & Co
Amundi
Massachusetts Financial Services
Fiera Capital Corporation
Northern Trust
Charles Schwab Investment Management

View all funds holding FactSet Research Systems