Position in FDS
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$33,142,401
-$9,046,581 QoQ
Shares Held
152,737
+5.1% QoQ
Ownership
0.429%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026EVERETT HARRIS & CO /CA/ holds $33,840,809 across 2 Financial Data & Stock Exchanges names. FDS ranks #1 (97.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
This page
|
152,737 | $33,142,401 | |
| 2 | SPGI |
S&P Global Inc.
|
1,642 | $698,408 |
All Filings in FDS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,142,401 | 152,737 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $42,188,982 | 145,384 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $41,320,166 | 144,229 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $65,294,828 | 145,982 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $67,450,845 | 148,361 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $71,964,674 | 149,839 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $68,301,980 | 148,531 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $60,691,376 | 148,655 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $67,429,204 | 148,395 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $70,828,567 | 148,472 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $64,675,563 | 147,911 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $58,924,396 | 147,072 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $60,675,365 | 146,174 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $59,379,481 | 148,001 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $59,176,669 | 147,901 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $56,868,288 | 147,875 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $64,224,243 | 147,931 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $71,895,945 | 147,931 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $58,849,854 | 149,070 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $50,027,704 | 149,065 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $46,035,764 | 149,181 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $49,645,907 | 149,311 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $50,319,738 | 150,262 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $49,423,895 | 150,467 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $40,448,933 | 155,167 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||