Florida Trust Wealth Management Co

Position in FDS — Factset Research Systems Inc

CIK 1651023 SANIBEL, FL

Position in FDS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$770,307

-$159,060 QoQ

Shares Held

3,348

-21.8% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#328

of 762 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $13,709,232 across 6 Financial Data & Stock Exchanges names. FDS ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	16,339	$3,608,140
2	CBOE	Cboe Global Markets, Inc.	14,653	$3,555,842
3	ICE	Intercontinental Exchange, Inc.	28,092	$3,458,406
4	SPGI	S&P Global Inc.	5,793	$2,111,818
5	FDS	Factset Research Systems Inc This page	3,348	$770,307
6	MCO	Moodys Corp /De/	452	$204,719

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$770,307	3,348	-21.8%	Shares	Sole	2026-07-27
2026-03-31	$929,367	4,283	-4.1%	Shares	Defined	2026-05-15
2025-12-31	$1,296,568	4,468	-12.4%	Shares	Defined	2026-01-20
2025-09-30	$1,461,671	5,102	-3.6%	Shares	Defined	2025-10-29
2025-06-30	$2,367,005	5,292	-2.4%	Shares	Defined	2025-08-13
2025-03-31	$2,465,057	5,422	-1.6%	Shares	Defined	2025-04-15
2024-12-31	$2,645,381	5,508	-11.1%	Shares	Defined	2025-01-15
2024-09-30	$2,847,850	6,193	-1.3%	Shares	Defined	2024-10-08
2024-06-30	$2,561,077	6,273	-4.0%	Shares	Defined	2024-07-22
2024-03-31	$2,970,347	6,537	-1.5%	Shares	Defined	2024-05-21
2023-12-31	$3,164,748	6,634	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.