PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in FDS — Factset Research Systems Inc
CIK 2026926
MINNEAPOLIS, MN
Position in FDS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,958,901
+$114,270 QoQ
Shares Held
8,514
+0.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#230
of 762 holders
Holding Since
Dec 2024
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, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $7,494,807 across 3 Financial Data & Stock Exchanges names. FDS ranks #3 (26.1% of the industry book) .
All Filings in FDS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,958,901 | 8,514 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,844,631 | 8,501 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,162,495 | 7,452 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,182,044 | 11,107 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,595,354 | 10,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,643,692 | 10,214 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,809,043 | 10,013 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||