Position in FDS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$430,709
+$134,518 QoQ
Shares Held
1,872
+37.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#408
of 762 holders
Holding Since
Sep 2022
7 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 Jun 30, 2026Wedmont Private Capital holds $6,833,004 across 9 Financial Data & Stock Exchanges names. FDS ranks #7 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
4,169 | $1,519,615 | |
| 2 | MCO |
Moodys Corp /De/
|
2,630 | $1,191,179 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
6,663 | $820,281 | |
| 4 | CME |
Cme Group Inc.
|
3,499 | $772,684 | |
| 5 | MSCI |
MSCI Inc.
|
1,210 | $677,648 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,344 | $568,818 | |
| 7 | FDS |
Factset Research Systems Inc
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|
1,872 | $430,709 | |
| 8 | COIN |
Coinbase Global, Inc.
|
2,944 | $430,383 |
All Filings in FDS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,709 | 1,872 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $296,191 | 1,365 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $248,983 | 858 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $330,539 | 739 | Shares | Sole | 2025-07-10 | |
| 2023-12-31 | $231,369 | 485 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $209,884 | 480 | Shares | Sole | 2023-10-10 | |
| 2022-09-30 | $276,476 | 691 | Shares | Sole | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||