WHITTIER TRUST CO
BankPosition in FDS — Factset Research Systems Inc
CIK 1137881
SOUTH PASADENA, CA
Position in FDS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$93,872
-$2,254 QoQ
Shares Held
408
-7.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 762 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WHITTIER TRUST CO holds $41,417,186 across 8 Financial Data & Stock Exchanges names. FDS ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
78,651 | $30,304,214 | |
| 2 | COIN |
Coinbase Global, Inc.
|
51,316 | $7,501,886 | |
| 3 | CME |
Cme Group Inc.
|
9,922 | $2,191,075 | |
| 4 | MCO |
Moodys Corp /De/
|
1,863 | $843,789 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
1,968 | $242,280 | |
| 6 | MSCI |
MSCI Inc.
|
302 | $169,132 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
408 | $93,872 | |
| 8 | NDAQ |
Nasdaq, Inc.
|
900 | $70,938 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,872 | 408 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $96,126 | 443 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $335,169 | 1,155 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,031,077 | 3,599 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $9,291,794 | 20,774 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $9,221,462 | 20,283 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,395,236 | 19,562 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $8,665,413 | 18,844 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $7,364,374 | 18,038 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $7,791,425 | 17,147 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,855,104 | 16,466 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $7,026,330 | 16,069 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $6,192,445 | 15,456 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,078,577 | 14,644 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,901,798 | 14,710 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $5,649,952 | 14,121 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,883,890 | 7,499 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,210,538 | 7,395 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,356,384 | 6,906 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,635,550 | 6,676 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,154,279 | 6,419 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,860,488 | 6,029 | Shares | Sole | 2021-04-26 | |
| 2020-09-30 | $1,728,649 | 5,162 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,584,539 | 4,824 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $1,212,162 | 4,650 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||