West Family Investments, Inc.
Position in FDS — Factset Research Systems Inc
CIK 1568303
CARLSBAD, CA
Position in FDS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$306,006
+$105,863 QoQ
Shares Held
1,330
+188.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#470
of 762 holders
Holding Since
Dec 2021
3 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, 2026West Family Investments, Inc. holds $3,099,939 across 7 Financial Data & Stock Exchanges names. FDS ranks #7 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
1,835 | $707,003 | |
| 2 | MCO |
Moodys Corp /De/
|
1,049 | $475,113 | |
| 3 | CME |
Cme Group Inc.
|
2,089 | $461,313 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
5,540 | $436,662 | |
| 5 | CBOE |
Cboe Global Markets, Inc.
|
1,550 | $376,138 | |
| 6 | MSCI |
MSCI Inc.
|
603 | $337,704 | |
| 7 | FDS |
Factset Research Systems Inc
This page
|
1,330 | $306,006 |
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,006 | 1,330 | Shares | Sole | 2026-08-10 | |
| 2022-03-31 | $200,143 | 461 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $224,050 | 461 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||