Financial Strategies Group, Inc.
Position in FDS — Factset Research Systems Inc
CIK 1774343
OKEMOS, MI
Position in FDS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,538,009
+$2,463,478 QoQ
Shares Held
53,173
+70.0% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
6.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Financial Strategies Group, Inc. holds $11,538,009 across 1 Financial Data & Stock Exchanges name. FDS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
This page
|
53,173 | $11,538,009 |
All Filings in FDS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,538,009 | 53,173 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,074,531 | 31,271 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,575,791 | 29,934 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||