Cullen/Frost Bankers’s Fidelity Momentum Factor ETF FDMO Stock Holding History

Cullen/Frost Bankers’s Portfolio FDMO Stock Details FDMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$829K	Buy	10,344 +804	+8%	+$67.6K	0.01%	358
2025 Q4	$801K	Buy	9,540 +240	+3%	+$20K	0.01%	370
2025 Q3	$774K	Buy	9,300 +916	+11%	+$72.3K	0.01%	359
2025 Q2	$636K	Buy	8,384 +1,020	+14%	+$70.2K	0.01%	381
2025 Q1	$479K	Buy	7,364 +4,620	+168%	+$323K	0.01%	399
2024 Q4	$191K	Buy	2,744 +1,552	+130%	+$108K	﹤0.01%	502
2024 Q3	$78.9K	Buy	1,192 +690	+137%	+$43.9K	﹤0.01%	642
2024 Q2	$32K	Buy	+502	New	+$30.5K	﹤0.01%	734

Other funds holding FDMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Cullen/Frost Bankers's FDMO Position: Q1 2026 in Review

Cullen/Frost Bankers increased its Fidelity Momentum Factor ETF (FDMO) stake by 8.4% in Q1 2026, buying an estimated $67.6K and bringing the position to 10,344 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #358.

Cullen/Frost Bankers first reported a position in FDMO in Q2 2024 and has held it in 8 quarters since. 96 funds tracked by Wall St. Rank hold FDMO as of Q1 2026.

Cullen/Frost Bankers held 10,344 shares of Fidelity Momentum Factor ETF worth $829K as of Q1 2026.
Cullen/Frost Bankers bought 804 Fidelity Momentum Factor ETF shares in Q1 2026, an estimated $67.6K.
Fidelity Momentum Factor ETF made up 0.01% of Cullen/Frost Bankers's portfolio in Q1 2026, its #358 holding.
Cullen/Frost Bankers first reported a position in Fidelity Momentum Factor ETF in Q2 2024 and has held it in 8 quarters since.
96 funds tracked by Wall St. Rank held Fidelity Momentum Factor ETF as of Q1 2026.

Based on Cullen/Frost Bankers's 13F filing for Q1 2026, filed 5 May 2026.