BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in FDS — Factset Research Systems Inc

CIK 1654599 MORRISTOWN, NJ

Back to FDS Full portfolio

Position in FDS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$198,789

+$11,310 QoQ

Shares Held

864

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#557

of 762 holders

Holding Since

Mar 2020

26 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, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $12,176,807 across 6 Financial Data & Stock Exchanges names. FDS ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	28,092	$6,203,556
2	MCO	Moodys Corp /De/	12,505	$5,663,764
3	FDS	Factset Research Systems Inc This page	864	$198,789
4	MSCI	MSCI Inc.	150	$84,006
5	SPGI	S&P Global Inc.	59	$21,576
6	COIN	Coinbase Global, Inc.	35	$5,116

All Filings in FDS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$198,789	864	0.0%	Shares	Sole	2026-07-08
2026-03-31	$187,479	864	0.0%	Shares	Sole	2026-04-14
2025-12-31	$250,724	864	0.0%	Shares	Sole	2026-01-16
2025-09-30	$247,527	864	0.0%	Shares	Sole	2025-10-16
2025-06-30	$386,449	864	0.0%	Shares	Sole	2025-07-15
2025-03-31	$392,808	864	0.0%	Shares	Sole	2025-05-06
2024-12-31	$414,961	864	0.0%	Shares	Sole	2025-01-17
2024-09-30	$397,310	864	0.0%	Shares	Sole	2024-11-14
2024-06-30	$352,745	864	0.0%	Shares	Sole	2024-08-14
2024-03-31	$392,592	864	0.0%	Shares	Sole	2024-05-09
2023-12-31	$412,171	864	0.0%	Shares	Sole	2024-02-12
2023-09-30	$377,792	864	0.0%	Shares	Sole	2023-10-31
2023-06-30	$346,161	864	0.0%	Shares	Sole	2023-07-21
2023-03-31	$358,637	864	0.0%	Shares	Sole	2023-05-04
2022-12-31	$346,645	864	0.0%	Shares	Sole	2023-01-13
2022-09-30	$345,695	864	0.0%	Shares	Sole	2022-10-20
2022-06-30	$332,268	864	0.0%	Shares	Sole	2022-07-21
2022-03-31	$375,105	864	0.0%	Shares	Sole	2022-05-12
2021-12-31	$419,912	864	0.0%	Shares	Sole	2022-02-04
2021-09-30	$341,089	864	0.0%	Shares	Sole	2021-11-09
2021-06-30	$289,967	864	0.0%	Shares	Sole	2021-08-02
2021-03-31	$266,621	864	0.0%	Shares	Sole	2021-05-21
2020-12-31	$287,280	864	0.0%	Shares	Sole	2021-02-08
2020-09-30	$289,336	864	0.0%	Shares	Sole	2020-10-29
2020-06-30	$283,798	864	0.0%	Shares	Sole	2020-07-28
2020-03-31	$225,227	864	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.