Kingsview Wealth Management, LLC
Position in FDS — Factset Research Systems Inc
CIK 1791965
GRANTS PASS, OR
Position in FDS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$4,953,622
-$1,597,305 QoQ
Shares Held
21,530
-28.7% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#148
of 762 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $14,788,395 across 7 Financial Data & Stock Exchanges names. FDS ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FDS |
Factset Research Systems Inc
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|
21,530 | $4,953,622 | |
| 2 | SPGI |
S&P Global Inc.
|
12,708 | $4,896,486 | |
| 3 | CME |
Cme Group Inc.
|
11,117 | $2,454,967 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
10,678 | $1,314,568 | |
| 5 | MCO |
Moodys Corp /De/
|
1,231 | $557,544 | |
| 6 | COIN |
Coinbase Global, Inc.
|
2,702 | $395,005 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
2,743 | $216,203 |
All Filings in FDS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,953,622 | 21,530 | Shares | Defined | 2026-08-19 | |
| 2026-03-31 | $6,550,927 | 30,190 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,057,124 | 27,765 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $622,256 | 2,172 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,189,317 | 2,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,229,801 | 2,705 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,312,124 | 2,732 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,286,660 | 2,798 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,212,970 | 2,971 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,877,993 | 4,133 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,976,418 | 4,143 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,852,233 | 4,236 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,755,247 | 4,381 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,999,073 | 4,816 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,311,772 | 5,762 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,373,452 | 5,932 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,203,586 | 5,730 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $505,350 | 1,164 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $632,785 | 1,302 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $365,171 | 925 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $289,631 | 863 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $242,860 | 787 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $213,465 | 642 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $433,334 | 1,294 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $478,580 | 1,457 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $206,458 | 792 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||