Jones Financial Companies
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Jones Financial Companies’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Jones Financial Companies’s Portfolio FCOM Stock Details FCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Buy
22,371
+722
+3% +$52K ﹤0.01% 1564
2025
Q4 		$1.59M Buy
21,649
+3,567
+20% +$253K ﹤0.01% 1056
2025
Q3 		$1.29M Buy
18,082
+4,179
+30% +$283K ﹤0.01% 1031
2025
Q2 		$896K Buy
13,903
+271
+2% +$15.8K ﹤0.01% 1048
2025
Q1 		$764K Buy
13,632
+2,653
+24% +$160K ﹤0.01% 966
2024
Q4 		$644K Buy
10,979
+809
+8% +$46.8K ﹤0.01% 891
2024
Q3 		$558K Buy
10,170
+5,115
+101% +$267K ﹤0.01% 785
2024
Q2 		$264K Buy
5,055
+539
+12% +$27.1K ﹤0.01% 746
2024
Q1 		$224K Buy
4,516
+1,838
+69% +$87.1K ﹤0.01% 444
2023
Q4 		$119K Buy
+2,678
New +$112K ﹤0.01% 384

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return