D.B. Root & Company, LLC

Position in FDS — Factset Research Systems Inc

CIK 1731717 PITTSBURGH, PA

Position in FDS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$514,228

-$31,935 QoQ

Shares Held

2,235

-11.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#385

of 762 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

D.B. Root & Company, LLC holds $948,842 across 3 Financial Data & Stock Exchanges names. FDS ranks #1 (54.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc This page	2,235	$514,228
2	MCO	Moodys Corp /De/	501	$226,912
3	SPGI	S&P Global Inc.	539	$207,702

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,228	2,235	-11.2%	Shares	Sole	2026-08-13
2026-03-31	$546,163	2,517	+0.5%	Shares	Sole	2026-05-13
2025-12-31	$726,925	2,505	-1.7%	Shares	Sole	2026-02-03
2025-09-30	$729,976	2,548	+17.8%	Shares	Sole	2025-11-06
2025-06-30	$967,466	2,163	-2.5%	Shares	Sole	2025-07-22
2025-03-31	$1,008,391	2,218	+2.1%	Shares	Sole	2025-05-14
2024-12-31	$1,043,168	2,172	-4.2%	Shares	Sole	2025-01-17
2024-09-30	$1,042,479	2,267	-10.5%	Shares	Sole	2024-10-31
2024-06-30	$1,034,556	2,534	+7.3%	Shares	Sole	2024-07-15
2024-03-31	$1,073,269	2,362	-4.8%	Shares	Sole	2024-04-17
2023-12-31	$1,183,561	2,481	+1.6%	Shares	Sole	2024-01-16
2023-09-30	$1,067,351	2,441	+5.2%	Shares	Sole	2023-11-03
2023-06-30	$929,908	2,321	-0.1%	Shares	Sole	2023-07-18
2023-03-31	$964,669	2,324	+1.8%	Shares	Sole	2023-04-18
2022-12-31	$915,962	2,283	+60.1%	Shares	Sole	2023-01-27
2022-09-30	$570,556	1,426	-1.8%	Shares	Sole	2022-10-26
2022-06-30	$558,395	1,452	-0.3%	Shares	Sole	2022-07-21
2022-03-31	$632,122	1,456	+1.7%	Shares	Sole	2022-05-06
2021-12-31	$695,480	1,431	+1.9%	Shares	Sole	2022-02-01
2021-09-30	$554,271	1,404	+3.7%	Shares	Sole	2021-10-22
2021-06-30	$454,415	1,354	+6.7%	Shares	Sole	2021-07-28
2021-03-31	$391,600	1,269	+5.4%	Shares	Sole	2021-05-04
2020-12-31	$400,330	1,204	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.