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Foronjy Financial’s Fidelity Value Factor ETF FVAL Stock Holding History

Foronjy Financial’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$269K Sell
3,456
-156
-4% -$11.9K 0.1% 90
2026
Q1 		$251K Buy
3,612
+16
+0.4% +$1.16K 0.1% 83
2025
Q4 		$260K Buy
3,596
+324
+10% +$22.9K 0.11% 83
2025
Q3 		$225K Sell
3,272
-156
-5% -$10.3K 0.1% 95
2025
Q2 		$219K Buy
+3,428
New +$205K 0.1% 99

Other funds holding FVAL

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BAH
Beacon Advisors Holdings Austin, Texas $204M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CPCP
Cedar Point Capital Partners Cedar Rapids, Iowa $174M AUM 19.71% 1-Year Est. Return

Foronjy Financial's FVAL Position: Q2 2026 in Review

Foronjy Financial reduced its Fidelity Value Factor ETF (FVAL) stake by 4.3% in Q2 2026, selling an estimated $11.9K and leaving 3,456 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #90.

Foronjy Financial first reported a position in FVAL in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold FVAL as of Q2 2026.

  • Foronjy Financial held 3,456 shares of Fidelity Value Factor ETF worth $269K as of Q2 2026.
  • Foronjy Financial sold 156 Fidelity Value Factor ETF shares in Q2 2026, an estimated $11.9K.
  • Fidelity Value Factor ETF made up 0.1% of Foronjy Financial's portfolio in Q2 2026, its #90 holding.
  • Foronjy Financial first reported a position in Fidelity Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 65 funds tracked by Wall St. Rank held Fidelity Value Factor ETF as of Q2 2026.

Based on Foronjy Financial's 13F filing for Q2 2026, filed 23 Jul 2026.