Fidelity Investments
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Fidelity Investments’s Barron's 400 ETF BFOR Stock Holding History

Fidelity Investments’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Buy
24,056
+2,032
+9% +$45.5K ﹤0.01% 3235
2026
Q1 		$457K Hold
22,024
– – ﹤0.01% 3168
2025
Q4 		$453K Buy
22,024
+700
+3% +$14.2K ﹤0.01% 3122
2025
Q3 		$433K Hold
21,324
– – ﹤0.01% 3081
2025
Q2 		$411K Hold
21,324
– – ﹤0.01% 3035
2025
Q1 		$370K Sell
21,324
-212
-1% -$3.87K ﹤0.01% 3008
2024
Q4 		$392K Buy
21,536
+400
+2% +$7.48K ﹤0.01% 3018
2024
Q3 		$379K Buy
21,136
+1,480
+8% +$25.4K ﹤0.01% 2970
2024
Q2 		$326K Buy
19,656
+4,036
+26% +$66.6K ﹤0.01% 2873
2024
Q1 		$265K Buy
15,620
+1,204
+8% +$19.2K ﹤0.01% 2934
2023
Q4 		$224K Hold
14,416
– – ﹤0.01% 2933
2023
Q3 		$203K Sell
14,416
-432
-3% -$6.29K ﹤0.01% 2885
2023
Q2 		$213K Sell
14,848
-4
-0% -$54 ﹤0.01% 2936
2023
Q1 		$202K Buy
14,852
+3,604
+32% +$50.4K ﹤0.01% 2973
2022
Q4 		$150K Sell
11,248
-400
-3% -$5.44K ﹤0.01% 3084
2022
Q3 		$143K Buy
11,648
+400
+4% +$5.38K ﹤0.01% 3156
2022
Q2 		$141K Hold
11,248
– – ﹤0.01% 3219
2022
Q1 		$167K Sell
11,248
-852
-7% -$12.7K ﹤0.01% 3299
2021
Q4 		$195K Buy
12,100
+3,188
+36% +$50.3K ﹤0.01% 2964
2021
Q3 		$131K Hold
8,912
– – ﹤0.01% 3021
2021
Q2 		$132K Hold
8,912
– – ﹤0.01% 2992
2021
Q1 		$126K Sell
8,912
-8
-0.1% -$108 ﹤0.01% 2891
2020
Q4 		$111K Buy
8,920
+544
+6% +$6.31K ﹤0.01% 2871
2020
Q3 		$88K Hold
8,376
– – ﹤0.01% 2805
2020
Q2 		$82K Hold
8,376
– – ﹤0.01% 2741
2020
Q1 		$65K Sell
8,376
-5,352
-39% -$52K ﹤0.01% 2737
2019
Q4 		$147K Hold
13,728
– – ﹤0.01% 2685
2019
Q3 		$137K Hold
13,728
– – ﹤0.01% 2693
2019
Q2 		$139K Buy
13,728
+13,328
+3,332% +$134K ﹤0.01% 2694
2019
Q1 		$4K Buy
+400
New +$3.95K ﹤0.01% 3289

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AW
Alteri Wealth Westlake Village, California $362M AUM 47.63% 1-Year Est. Return
AC
ASB Consultores Aventura, Florida $66.1M AUM 28.66% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
RCM
RMR Capital Management Tustin, California $145M AUM 12.93% 1-Year Est. Return

Fidelity Investments's BFOR Position: Q2 2026 in Review

Fidelity Investments increased its Barron's 400 ETF (BFOR) stake by 9.2% in Q2 2026, buying an estimated $45.5K and bringing the position to 24,056 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #3235.

Fidelity Investments first reported a position in BFOR in Q1 2019 and has held it in 30 quarters since. 43 funds tracked by Wall St. Rank hold BFOR as of Q2 2026.

  • Fidelity Investments held 24,056 shares of Barron's 400 ETF worth $575K as of Q2 2026.
  • Fidelity Investments bought 2,032 Barron's 400 ETF shares in Q2 2026, an estimated $45.5K.
  • Barron's 400 ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #3235 holding.
  • Fidelity Investments first reported a position in Barron's 400 ETF in Q1 2019 and has held it in 30 quarters since.
  • 43 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.