UMB Private Wealth Management, LLC’s Fidelity Value Factor ETF FVAL Stock Holding History

UMB Private Wealth Management, LLC’s Portfolio FVAL Stock Details FVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$647K	Buy	+8,008	New	+$651K	0.63%	27

Other funds holding FVAL

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

BIP

Bouvel Investment Partners Phoenixville, Pennsylvania $433M AUM 51.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UMB Private Wealth Management, LLC's FVAL Position: Q3 2026 in Review

UMB Private Wealth Management, LLC opened a new position in Fidelity Value Factor ETF (FVAL) in Q3 2026: 8,008 shares worth $647K. The stake represents 0.63% of the portfolio and ranks #27 among its holdings.

25 funds tracked by Wall St. Rank hold FVAL as of Q3 2026.

UMB Private Wealth Management, LLC held 8,008 shares of Fidelity Value Factor ETF worth $647K as of Q3 2026.
Fidelity Value Factor ETF was a new UMB Private Wealth Management, LLC position in Q3 2026.
Fidelity Value Factor ETF made up 0.63% of UMB Private Wealth Management, LLC's portfolio in Q3 2026, its #27 holding.
25 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q3 2026.

Based on UMB Private Wealth Management, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.