Regal Investment Advisors LLC
Position in FDS — Factset Research Systems Inc
CIK 1559789
KENTWOOD, MI
Position in FDS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,789,720
+$140,924 QoQ
Shares Held
12,125
-0.7% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#189
of 762 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 48%
None 52%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Regal Investment Advisors LLC holds $6,438,266 across 5 Financial Data & Stock Exchanges names. FDS ranks #1 (43.3% of the industry book) .
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,789,720 | 12,125 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,648,796 | 12,207 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,170,911 | 7,481 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||