Bessemer Group’s Fidelity High Dividend ETF FDVV Stock Holding History

Bessemer Group’s Portfolio FDVV Stock Details FDVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$62K	Hold	1,020	–	–	﹤0.01%	1636
2026 Q1	$56K	Buy	+1,020	New	+$58.7K	﹤0.01%	1642
2021 Q3	–	Sell	-16,600	Closed	-$626K	–	1690
2021 Q2	$626K	Buy	+16,600	New	+$620K	﹤0.01%	516

Other funds holding FDVV

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

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bessemer Group's FDVV Position: Q2 2026 in Review

Bessemer Group held its Fidelity High Dividend ETF (FDVV) position steady in Q2 2026 at 1,020 shares worth $62K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Bessemer Group first reported a position in FDVV in Q2 2021 and has held it in 3 quarters since. The position peaked at $626K in Q2 2021. 514 funds tracked by Wall St. Rank hold FDVV as of Q2 2026.

Bessemer Group held 1,020 shares of Fidelity High Dividend ETF worth $62K as of Q2 2026.
Bessemer Group left its Fidelity High Dividend ETF share count unchanged in Q2 2026.
Fidelity High Dividend ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1636 holding.
Bessemer Group first reported a position in Fidelity High Dividend ETF in Q2 2021 and has held it in 3 quarters since.
Bessemer Group's Fidelity High Dividend ETF position peaked at $626K in Q2 2021.
514 funds tracked by Wall St. Rank held Fidelity High Dividend ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.