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Burke & Herbert Bank & Trust’s Fidelity MSCI Information Technology Index ETF FTEC Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio FTEC Stock Details FTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$826K Buy
2,894
+1,241
+75% +$324K 0.2% 113
2026
Q1 		$344K Buy
1,653
+418
+34% +$91.8K 0.1% 173
2025
Q4 		$277K Buy
+1,235
New +$280K 0.08% 192

Other funds holding FTEC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Burke & Herbert Bank & Trust's FTEC Position: Q2 2026 in Review

Burke & Herbert Bank & Trust increased its Fidelity MSCI Information Technology Index ETF (FTEC) stake by 75% in Q2 2026, buying an estimated $324K and bringing the position to 2,894 shares worth $826K. The position accounts for 0.2% of the portfolio, ranked #113.

Burke & Herbert Bank & Trust first reported a position in FTEC in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold FTEC as of Q2 2026.

  • Burke & Herbert Bank & Trust held 2,894 shares of Fidelity MSCI Information Technology Index ETF worth $826K as of Q2 2026.
  • Burke & Herbert Bank & Trust bought 1,241 Fidelity MSCI Information Technology Index ETF shares in Q2 2026, an estimated $324K.
  • Fidelity MSCI Information Technology Index ETF made up 0.2% of Burke & Herbert Bank & Trust's portfolio in Q2 2026, its #113 holding.
  • Burke & Herbert Bank & Trust first reported a position in Fidelity MSCI Information Technology Index ETF in Q4 2025 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held Fidelity MSCI Information Technology Index ETF as of Q2 2026.

Based on Burke & Herbert Bank & Trust's 13F filing for Q2 2026, filed 7 Aug 2026.