Bruce G. Allen Investments, LLC

Position in FDS — Factset Research Systems Inc

CIK 2005409 DENVER, CO

Position in FDS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$68,793

+$14,763 QoQ

Shares Held

299

+20.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#596

of 762 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $447,750 across 10 Financial Data & Stock Exchanges names. FDS ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	958	$117,939
2	SPGI	S&P Global Inc.	228	$87,968
3	CME	Cme Group Inc.	338	$74,640
4	FDS	Factset Research Systems Inc This page	299	$68,793
5	MCO	Moodys Corp /De/	98	$44,386
6	NDAQ	Nasdaq, Inc.	285	$22,463
7	CBOE	Cboe Global Markets, Inc.	71	$17,229
8	MSCI	MSCI Inc.	14	$7,840

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,793	299	+20.1%	Shares	Sole	2026-07-31
2026-03-31	$54,030	249	+75.4%	Shares	Sole	2026-05-08
2025-12-31	$41,206	142	-5.3%	Shares	Sole	2026-02-10
2025-09-30	$42,973	150	-1.3%	Shares	Sole	2025-10-30
2025-06-30	$67,986	152	-0.7%	Shares	Sole	2025-07-09
2025-03-31	$69,559	153	-2.5%	Shares	Sole	2025-04-14
2024-12-31	$75,403	157	+0.6%	Shares	Sole	2025-01-10
2024-09-30	$71,736	156	+3.3%	Shares	Sole	2024-10-08
2024-06-30	$61,648	151	-1.3%	Shares	Sole	2024-07-12
2024-03-31	$69,521	153	+5.5%	Shares	Sole	2024-04-10
2023-12-31	$69,172	145	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.