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Bullock Wealth Management Group

Position in FDS — Factset Research Systems Inc

CIK 2067581 BLOOMINGTON, IN

Position in FDS

as of Jun 30, 2026 · filed Aug 19, 2026
Position Value
$148,631
New position
Shares Held
646
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#571
of 762 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Bullock Wealth Management Group holds $547,757 across 5 Financial Data & Stock Exchanges names. FDS ranks #2 (27.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FDS
Factset Research Systems Inc
This page
646 $148,631

All Filings in FDS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $148,631 646