Cornerstone Financial Group
FREL icon

Cornerstone Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Cornerstone Financial Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$251K Buy
9,242
+728
+9% +$21.4K 0.15% 67
2026
Q2 		$249K Sell
8,514
-239
-3% -$6.93K 0.15% 66
2026
Q1 		$255K Buy
8,753
+651
+8% +$18.1K 0.16% 65
2025
Q4 		$218K Buy
8,102
+754
+10% +$20.6K 0.15% 70
2025
Q3 		$204K Buy
+7,348
New +$202K 0.16% 69

Other funds holding FREL

Lido Advisors
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Black Diamond Financial
Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return
Citizens & Northern Corp
Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
TrueFG
TrueFG Cedar Park, Texas $430M AUM 11.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Riverpoint Wealth Management Holdings
Riverpoint Wealth Management Holdings Chicago, Illinois $546M AUM 12.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Cornerstone Financial Group's FREL Position: Q3 2026 in Review

Cornerstone Financial Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 8.6% in Q3 2026, buying an estimated $21.4K and bringing the position to 9,242 shares worth $251K. The position accounts for 0.15% of the portfolio, ranked #67.

Cornerstone Financial Group first reported a position in FREL in Q3 2025 and has held it in 5 quarters since. The position peaked at $255K in Q1 2026. 158 funds tracked by Wall St. Rank hold FREL as of Q3 2026.

  • Cornerstone Financial Group held 9,242 shares of Fidelity MSCI Real Estate Index ETF worth $251K as of Q3 2026.
  • Cornerstone Financial Group bought 728 Fidelity MSCI Real Estate Index ETF shares in Q3 2026, an estimated $21.4K.
  • Fidelity MSCI Real Estate Index ETF made up 0.15% of Cornerstone Financial Group's portfolio in Q3 2026, its #67 holding.
  • Cornerstone Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2025 and has held it in 5 quarters since.
  • Cornerstone Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $255K in Q1 2026.
  • 158 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.