PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in FDS — Factset Research Systems Inc

CIK 2145782 WALTHAM, MA

Back to FDS Full portfolio

Position in FDS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$161,746

+$9,853 QoQ

Shares Held

703

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#567

of 762 holders

Holding Since

Dec 2025

3 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, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $440,939 across 6 Financial Data & Stock Exchanges names. FDS ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBOE	Cboe Global Markets, Inc.	677	$164,287
2	FDS	Factset Research Systems Inc This page	703	$161,746
3	SPGI	S&P Global Inc.	253	$97,335
4	MSCI	MSCI Inc.	15	$8,400
5	ICE	Intercontinental Exchange, Inc.	46	$5,663
6	COIN	Coinbase Global, Inc.	24	$3,508

All Filings in FDS

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161,746	703	+0.4%	Shares	Sole	2026-08-07
2026-03-31	$151,893	700	+37.5%	Shares	Sole	2026-08-07
2025-12-31	$147,706	509	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.