Legacy Financial Advisors, Inc.
Position in FDS — Factset Research Systems Inc
CIK 1730810
COVINGTON, KY
Position in FDS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$390,905
+$190,190 QoQ
Shares Held
1,699
+83.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#426
of 762 holders
Holding Since
Mar 2023
14 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, 2026Legacy Financial Advisors, Inc. holds $4,476,970 across 8 Financial Data & Stock Exchanges names. FDS ranks #6 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ICE |
Intercontinental Exchange, Inc.
|
9,085 | $1,118,454 | |
| 2 | NDAQ |
Nasdaq, Inc.
|
8,745 | $689,280 | |
| 3 | SPGI |
S&P Global Inc.
|
1,617 | $623,107 | |
| 4 | CME |
Cme Group Inc.
|
2,740 | $605,074 | |
| 5 | MCO |
Moodys Corp /De/
|
1,183 | $535,804 | |
| 6 | FDS |
Factset Research Systems Inc
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|
1,699 | $390,905 | |
| 7 | MSCI |
MSCI Inc.
|
541 | $302,981 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
871 | $211,365 |
All Filings in FDS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,905 | 1,699 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $200,715 | 925 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $328,204 | 1,131 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $229,478 | 801 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,188 | 850 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $390,990 | 860 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $408,238 | 850 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $389,033 | 846 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $340,497 | 834 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $364,420 | 802 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $356,833 | 748 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $295,587 | 676 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $206,334 | 515 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $203,809 | 491 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||