KFA
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Kapstone Financial Advisors’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Kapstone Financial Advisors’s Portfolio FCOR Stock Details FCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$859K Buy
18,228
+2,313
+15% +$109K 0.36% 53
2026
Q1 		$750K Buy
+15,915
New +$761K 0.37% 49

Other funds holding FCOR

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Salus Financial Advisors Colorado Springs, Colorado $203M AUM 18.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCG
Lakeshore Capital Group Rolling Meadows, Illinois $135M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kapstone Financial Advisors's FCOR Position: Q2 2026 in Review

Kapstone Financial Advisors increased its Fidelity Corporate Bond ETF (FCOR) stake by 15% in Q2 2026, buying an estimated $109K and bringing the position to 18,228 shares worth $859K. The position accounts for 0.36% of the portfolio, ranked #53.

Kapstone Financial Advisors first reported a position in FCOR in Q1 2026 and has held it in 2 quarters since. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

  • Kapstone Financial Advisors held 18,228 shares of Fidelity Corporate Bond ETF worth $859K as of Q2 2026.
  • Kapstone Financial Advisors bought 2,313 Fidelity Corporate Bond ETF shares in Q2 2026, an estimated $109K.
  • Fidelity Corporate Bond ETF made up 0.36% of Kapstone Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Kapstone Financial Advisors first reported a position in Fidelity Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.