EverSource Wealth Advisors, LLC
Position in FDS — Factset Research Systems Inc
CIK 1710537
BIRMINGHAM, AL
Position in FDS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$406,546
+$256,831 QoQ
Shares Held
1,767
+156.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#63
of 171 holders
Holding Since
Sep 2022
16 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, 2026EverSource Wealth Advisors, LLC holds $4,832,353 across 14 Financial Data & Stock Exchanges names. FDS ranks #6 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
2,039 | $785,618 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
9,584 | $755,406 | |
| 3 | MCO |
Moodys Corp /De/
|
1,325 | $600,113 | |
| 4 | MSCI |
MSCI Inc.
|
1,046 | $585,798 | |
| 5 | ICE |
Intercontinental Exchange, Inc.
|
4,719 | $580,951 | |
| 6 | FDS |
Factset Research Systems Inc
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|
1,767 | $406,546 | |
| 7 | CME |
Cme Group Inc.
|
1,639 | $361,936 | |
| 8 | COIN |
Coinbase Global, Inc.
|
1,826 | $266,939 |
All Filings in FDS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,546 | 1,767 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $149,715 | 690 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $458,204 | 1,579 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $45,262 | 158 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $61,722 | 138 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,551 | 87 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,832 | 262 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $137,033 | 298 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $118,805 | 291 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $107,689 | 237 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $110,198 | 231 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $114,562 | 262 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $104,970 | 262 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $415 | 1 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $0 | 0 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,001 | 10 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||