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 Q2	$131K	Buy	+2,399	New	+$128K	0.02%	264
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

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

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Concord Wealth Partners's FCPI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Fidelity Stocks for Inflation ETF (FCPI) in Q2 2026: 2,399 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in FCPI as recently as Q4 2025.

Concord Wealth Partners first reported a position in FCPI in Q4 2021 and has held it in 17 quarters since. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

Concord Wealth Partners held 2,399 shares of Fidelity Stocks for Inflation ETF worth $131K as of Q2 2026.
Fidelity Stocks for Inflation ETF was a new Concord Wealth Partners position in Q2 2026.
Fidelity Stocks for Inflation ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #264 holding.
Concord Wealth Partners first reported a position in Fidelity Stocks for Inflation ETF in Q4 2021 and has held it in 17 quarters since.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.