Steward Partners Investment Advisory, LLC
Position in FDS — Factset Research Systems Inc
CIK 1723397
STAMFORD, CT
Position in FDS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,295,430
-$424,526 QoQ
Shares Held
5,970
+0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $70,497,043 across 13 Financial Data & Stock Exchanges names. FDS ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
85,704 | $25,312,676 | |
| 2 | SPGI |
S&P Global Inc.
|
44,940 | $18,083,990 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
111,561 | $17,546,314 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
24,413 | $2,072,419 | |
| 5 | COIN |
Coinbase Global, Inc.
|
10,590 | $1,849,119 | |
| 6 | MSCI |
MSCI Inc.
|
2,523 | $1,359,922 | |
| 7 | MCO |
Moodys Corp /De/
|
3,022 | $1,318,347 | |
| 8 | FDS |
Factset Research Systems Inc
This page
|
5,970 | $1,295,430 |
All Filings in FDS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,295,430 | 5,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,719,956 | 5,927 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,669,663 | 5,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,467,196 | 5,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,545,529 | 5,599 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,766,412 | 5,760 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,973,849 | 6,467 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,182,056 | 7,794 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,552,875 | 7,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,622,240 | 7,593 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,267,206 | 7,472 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,448,795 | 8,608 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,532,000 | 8,509 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,373,774 | 8,409 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,433,343 | 8,581 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,164,744 | 5,629 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,416,044 | 5,565 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,691,037 | 5,537 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,152,340 | 5,452 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,743,829 | 5,196 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,614,234 | 5,231 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,672,475 | 5,030 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,715,590 | 5,123 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,693,262 | 5,155 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,138,389 | 4,367 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||