Prospera Financial Services Inc
Position in FDS — Factset Research Systems Inc
CIK 1541625
Dallas, TX
Position in FDS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$485,468
+$32,610 QoQ
Shares Held
2,110
+1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#395
of 762 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Prospera Financial Services Inc holds $11,364,839 across 7 Financial Data & Stock Exchanges names. FDS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
9,108 | $3,320,112 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
8,106 | $1,967,083 | |
| 3 | CME |
Cme Group Inc.
|
8,360 | $1,846,138 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
13,971 | $1,719,969 | |
| 5 | COIN |
Coinbase Global, Inc.
|
7,226 | $1,056,368 | |
| 6 | MCO |
Moodys Corp /De/
|
2,141 | $969,701 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
2,110 | $485,468 |
All Filings in FDS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,468 | 2,110 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $452,858 | 2,087 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $622,747 | 2,146 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $714,792 | 2,495 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,003,485 | 6,715 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,186,571 | 7,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,378,769 | 7,035 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,205,154 | 6,970 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $2,870,954 | 7,032 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,044,867 | 6,701 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $3,225,335 | 6,761 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,359,031 | 7,682 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,817,771 | 7,033 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,906,045 | 7,001 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,215,666 | 3,030 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,950,411 | 7,374 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,811,975 | 7,312 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,193,607 | 7,356 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,477,332 | 11,270 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,276,651 | 10,833 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,234,155 | 6,657 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,026,510 | 6,567 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,178,207 | 6,551 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $15,739 | 47 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $2,193,522 | 6,678 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,773,145 | 6,802 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||