Concord Wealth Partners’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Concord Wealth Partners’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,461	Closed	-$122K	–	391
2025 Q4	$122K	Buy	2,461 +16	+0.7%	+$800	0.02%	235
2025 Q3	$122K	Buy	2,445 +9	+0.4%	+$432	0.02%	236
2025 Q2	$114K	Buy	2,436 +7	+0.3%	+$307	0.02%	257
2025 Q1	$105K	Buy	2,429 +10	+0.4%	+$445	0.02%	240
2024 Q4	$105K	Buy	2,419 +6	+0.2%	+$267	0.02%	247
2024 Q3	$105K	Buy	2,413 +6	+0.2%	+$249	0.02%	259
2024 Q2	$98.4K	Buy	2,407 +8	+0.3%	+$315	0.02%	245
2024 Q1	$94.5K	Buy	2,399 +9	+0.4%	+$333	0.02%	277
2023 Q4	$83.7K	Buy	2,390 +9	+0.4%	+$298	0.02%	293
2023 Q3	$76.4K	Buy	2,381 +12	+0.5%	+$396	0.02%	319
2023 Q2	$77.7K	Buy	2,369 +13	+0.6%	+$413	0.02%	300
2023 Q1	$74.2K	Buy	2,356 +288	+14%	+$9.02K	0.02%	289
2022 Q4	$64K	Buy	+2,068	New	+$64.6K	0.02%	327
2022 Q3	–	Sell	-2,202	Closed	-$64K	–	483
2022 Q2	$64K	Buy	2,202 +10	+0.5%	+$321	0.02%	325
2022 Q1	$75K	Buy	2,192 +14	+0.6%	+$466	0.02%	352
2021 Q4	$74K	Buy	+2,178	New	+$71.2K	0.02%	362

Other funds holding FCPI

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Concord Wealth Partners's FCPI Position: Q1 2026 in Review

Concord Wealth Partners sold out of Fidelity Stocks for Inflation ETF (FCPI) in Q1 2026, closing a stake of 2,461 shares — an estimated $122K sold.

Concord Wealth Partners first reported a position in FCPI in Q4 2021 and held it in 16 quarters. The position peaked at $122K in Q3 2025. 52 funds tracked by Wall St. Rank hold FCPI as of Q1 2026.

Concord Wealth Partners reported no remaining Fidelity Stocks for Inflation ETF position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 2,461 Fidelity Stocks for Inflation ETF shares in Q1 2026, an estimated $122K.
Concord Wealth Partners first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and held it in 16 quarters.
Concord Wealth Partners's Fidelity Stocks for Inflation ETF position peaked at $122K in Q3 2025.
52 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.