Beaumont Financial Advisors’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Beaumont Financial Advisors’s Portfolio FFLC Stock Details FFLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.9M	Buy	+371,527	New	+$21.3M	1.39%	24
2025 Q2	–	Sell	-352,496	Closed	-$15.3M	–	397
2025 Q1	$15.3M	Sell	352,496 -138,289	-28%	-$6.37M	1.2%	28
2024 Q4	$22.5M	Sell	490,785 -18,809	-4%	-$878K	1.69%	17
2024 Q3	$23.3M	Buy	509,594 +4,680	+0.9%	+$205K	1.82%	18
2024 Q2	$22M	Sell	504,914 -54,465	-10%	-$2.29M	1.76%	16
2024 Q1	$23.4M	Sell	559,379 -12,261	-2%	-$475K	1.93%	15
2023 Q4	$20.7M	Buy	+571,640	New	+$19.4M	1.89%	14

Other funds holding FFLC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.84% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Beaumont Financial Advisors's FFLC Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in Fidelity Fundamental Large Cap Core ETF (FFLC) in Q2 2026: 371,527 shares worth $21.9M. The stake represents 1.39% of the portfolio and ranks #24 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in FFLC as recently as Q1 2025.

Beaumont Financial Advisors first reported a position in FFLC in Q4 2023 and has held it in 7 quarters since. The position peaked at $23.4M in Q1 2024. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Beaumont Financial Advisors held 371,527 shares of Fidelity Fundamental Large Cap Core ETF worth $21.9M as of Q2 2026.
Fidelity Fundamental Large Cap Core ETF was a new Beaumont Financial Advisors position in Q2 2026.
Fidelity Fundamental Large Cap Core ETF made up 1.39% of Beaumont Financial Advisors's portfolio in Q2 2026, its #24 holding.
Beaumont Financial Advisors first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2023 and has held it in 7 quarters since.
Beaumont Financial Advisors's Fidelity Fundamental Large Cap Core ETF position peaked at $23.4M in Q1 2024.
116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.