Plan Group Financial, LLC

Position in FDS — Factset Research Systems Inc

CIK 1940033 OKLAHOMA CITY, OK

Position in FDS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$216,045

New position

Shares Held

939

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#543

of 762 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plan Group Financial, LLC holds $791,695 across 3 Financial Data & Stock Exchanges names. FDS ranks #3 (27.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COIN	Coinbase Global, Inc.	2,374	$347,055
2	CBOE	Cboe Global Markets, Inc.	942	$228,595
3	FDS	Factset Research Systems Inc This page	939	$216,045

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,045	939	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.