FPC Investment Advisory
FATE icon

FPC Investment Advisory’s Fate Therapeutics FATE Stock Holding History

FPC Investment Advisory’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$62.7K Hold
26,456
– – 0.03% 36
2026
Q2 		$73.5K Hold
26,456
– – 0.03% 36
2026
Q1 		$35.2K Hold
26,456
– – 0.02% 34
2025
Q4 		$26K Hold
26,456
– – 0.01% 34
2025
Q3 		$33.3K Hold
26,456
– – 0.02% 28
2025
Q2 		$31K Hold
26,456
– – 0.02% 28
2025
Q1 		$31K Hold
26,456
– – 0.02% 27
2024
Q4 		$34.4K Buy
+26,456
New +$66.7K 0.03% 63

Other funds holding FATE

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Johnson & Johnson
Johnson & Johnson New Brunswick, New Jersey $762M AUM 69.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

FPC Investment Advisory's FATE Position: Q3 2026 in Review

FPC Investment Advisory held its Fate Therapeutics (FATE) position steady in Q3 2026 at 26,456 shares worth $62.7K. The position accounts for 0.03% of the portfolio, ranked #36.

FPC Investment Advisory first reported a position in FATE in Q4 2024 and has held it in 8 quarters since. The position peaked at $73.5K in Q2 2026. 78 funds tracked by Wall St. Rank hold FATE as of Q3 2026.

  • FPC Investment Advisory held 26,456 shares of Fate Therapeutics worth $62.7K as of Q3 2026.
  • FPC Investment Advisory left its Fate Therapeutics share count unchanged in Q3 2026.
  • Fate Therapeutics made up 0.03% of FPC Investment Advisory's portfolio in Q3 2026, its #36 holding.
  • FPC Investment Advisory first reported a position in Fate Therapeutics in Q4 2024 and has held it in 8 quarters since.
  • FPC Investment Advisory's Fate Therapeutics position peaked at $73.5K in Q2 2026.
  • 78 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2026.

Based on FPC Investment Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.