MISSION WEALTH MANAGEMENT, LP
Position in FDS — Factset Research Systems Inc
CIK 1645382
Santa Barbara, CA
Position in FDS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$968,866
+$397,315 QoQ
Shares Held
4,211
+59.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#300
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, 2026MISSION WEALTH MANAGEMENT, LP holds $9,954,629 across 7 Financial Data & Stock Exchanges names. FDS ranks #4 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
21,846 | $2,689,461 | |
| 2 | SPGI |
S&P Global Inc.
|
6,600 | $2,405,800 | |
| 3 | NDAQ |
Nasdaq, Inc.
|
15,075 | $1,188,211 | |
| 4 | FDS |
Factset Research Systems Inc
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|
4,211 | $968,866 | |
| 5 | MSCI |
MSCI Inc.
|
1,666 | $933,026 | |
| 6 | MCO |
Moodys Corp /De/
|
1,959 | $887,270 | |
| 7 | CME |
Cme Group Inc.
|
3,994 | $881,995 |
All Filings in FDS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,866 | 4,211 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $571,551 | 2,634 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $733,019 | 2,526 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $736,279 | 2,570 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,177,688 | 2,633 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,249,350 | 2,748 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,251,129 | 2,605 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,434,272 | 3,119 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,288,908 | 3,157 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,535,838 | 3,380 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,600,979 | 3,356 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,391,361 | 3,182 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,252,031 | 3,125 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,278,477 | 3,080 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,246,559 | 3,107 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,258,746 | 3,146 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,225,624 | 3,187 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,197,819 | 2,759 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,227,661 | 2,526 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,014,189 | 2,569 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $857,819 | 2,556 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $806,654 | 2,614 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $760,760 | 2,288 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $593,742 | 1,773 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $569,238 | 1,733 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $432,989 | 1,661 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||