Position in FDS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$256,308
+$31,290 QoQ
Shares Held
1,114
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#512
of 762 holders
Holding Since
Sep 2020
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $20,698,275 across 8 Financial Data & Stock Exchanges names. FDS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
29,764 | $11,468,033 | |
| 2 | CBOE |
Cboe Global Markets, Inc.
|
10,274 | $2,493,190 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
19,769 | $2,433,761 | |
| 4 | MSCI |
MSCI Inc.
|
3,245 | $1,817,329 | |
| 5 | CME |
Cme Group Inc.
|
4,765 | $1,052,254 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
10,881 | $857,639 | |
| 7 | MCO |
Moodys Corp /De/
|
706 | $319,761 | |
| 8 | FDS |
Factset Research Systems Inc
This page
|
1,114 | $256,308 |
All Filings in FDS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $256,308 | 1,114 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $225,018 | 1,037 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $278,871 | 961 | Shares | Sole | 2026-02-13 | |
| 2024-09-30 | $997,873 | 2,170 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $887,170 | 2,173 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,120,980 | 2,467 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,085,185 | 4,371 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,911,263 | 4,371 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,751,240 | 4,371 | Shares | Sole | 2023-08-01 | |
| 2020-12-31 | $370,405 | 1,114 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $379,419 | 1,133 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||