Marks Group Wealth Management, Inc

Position in FDS — Factset Research Systems Inc

CIK 1802473 MINNETONKA, MN

Position in FDS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,586,947

-$1,604,321 QoQ

Shares Held

15,590

-34.8% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#170

of 762 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,819,187 across 5 Financial Data & Stock Exchanges names. FDS ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	55,098	$6,783,114
2	FDS	Factset Research Systems Inc This page	15,590	$3,586,947
3	MSCI	MSCI Inc.	1,397	$782,375
4	SPGI	S&P Global Inc.	1,016	$391,376
5	MCO	Moodys Corp /De/	608	$275,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,586,947	15,590	-34.8%	Shares	Other	2026-07-28
2026-03-31	$5,191,268	23,924	+46.8%	Shares	Other	2026-05-05
2025-12-31	$4,729,516	16,298	-45.8%	Shares	Other	2026-02-11
2025-09-30	$8,622,202	30,096	-9.9%	Shares	Other	2025-11-10
2025-06-30	$14,947,202	33,418	+1.7%	Shares	Other	2025-07-22
2025-03-31	$14,934,923	32,850	+4.1%	Shares	Other	2025-05-01
2024-12-31	$15,160,038	31,565	-0.8%	Shares	Sole	2025-01-29
2024-09-30	$14,632,886	31,821	+4.2%	Shares	Other	2024-10-30
2024-06-30	$12,469,382	30,542	+8.9%	Shares	Other	2024-08-14
2024-03-31	$12,744,276	28,047	+2.0%	Shares	Sole	2024-04-29
2023-12-31	$13,114,103	27,490	+0.2%	Shares	Other	2024-02-01
2023-09-30	$11,990,980	27,423	+0.4%	Shares	Sole	2023-10-30
2023-06-30	$10,942,953	27,313	+164.0%	Shares	Sole	2023-07-19
2023-03-31	$4,294,521	10,346	+1.9%	Shares	Sole	2023-05-03
2022-12-31	$4,073,886	10,154	+1.1%	Shares	Sole	2023-02-06
2022-09-30	$4,017,904	10,042	+1.2%	Shares	Sole	2022-11-14
2022-06-30	$3,814,934	9,920	+1.5%	Shares	Sole	2022-08-09
2022-03-31	$4,241,645	9,770	+7.8%	Shares	Sole	2022-05-10
2021-12-31	$4,403,250	9,060	+1.3%	Shares	Sole	2022-03-03
2021-09-30	$3,530,122	8,942	+1.9%	Shares	Sole	2021-11-15
2021-06-30	$2,944,642	8,774	+3.4%	Shares	Sole	2021-08-10
2021-03-31	$2,619,003	8,487	+7.9%	Shares	Sole	2021-05-17
2020-12-31	$2,615,777	7,867	+7.9%	Shares	Sole	2021-02-08
2020-09-30	$2,440,605	7,288	+5.1%	Shares	Sole	2020-11-10
2020-06-30	$2,278,267	6,936	-36.1%	Shares	Sole	2020-08-10
2020-03-31	$2,831,245	10,861	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.