BFC Planning, Inc.’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

BFC Planning, Inc.’s Portfolio ONEQ Stock Details ONEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.9M	Buy	28,063 +894	+3%	+$89K	0.12%	184
2026 Q1	$2.31M	Sell	27,169 -4,629	-15%	-$416K	0.1%	204
2025 Q4	$2.91M	Sell	31,798 -3,643	-10%	-$332K	0.13%	161
2025 Q3	$3.16M	Buy	35,441 +829	+2%	+$70K	0.23%	86
2025 Q2	$2.77M	Buy	34,612 +547	+2%	+$39.4K	0.22%	90
2025 Q1	$2.32M	Sell	34,065 -711	-2%	-$53.1K	0.2%	91
2024 Q4	$2.64M	Buy	+34,776	New	+$2.6M	0.22%	87

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

BFC Planning, Inc.'s ONEQ Position: Q2 2026 in Review

BFC Planning, Inc. increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 3.3% in Q2 2026, buying an estimated $89K and bringing the position to 28,063 shares worth $2.9M. The position accounts for 0.12% of the portfolio, ranked #184.

BFC Planning, Inc. first reported a position in ONEQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q3 2025. 446 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

BFC Planning, Inc. held 28,063 shares of Fidelity Nasdaq Composite Index ETF worth $2.9M as of Q2 2026.
BFC Planning, Inc. bought 894 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $89K.
Fidelity Nasdaq Composite Index ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #184 holding.
BFC Planning, Inc. first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Fidelity Nasdaq Composite Index ETF position peaked at $3.16M in Q3 2025.
446 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.