Kestra Advisory Services’s Fidelity Magellan ETF FMAG Stock Holding History

Kestra Advisory Services’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.47M	Buy	40,637 +17,663	+77%	+$637K	﹤0.01%	1681
2026 Q2	$845K	Sell	22,974 -17,198	-43%	-$612K	﹤0.01%	1958
2026 Q1	$1.27M	Buy	40,172 +5,381	+15%	+$180K	﹤0.01%	1569
2025 Q4	$1.19M	Buy	34,791 +3,776	+12%	+$130K	﹤0.01%	1538
2025 Q3	$1.09M	Buy	31,015 +8,639	+39%	+$301K	0.01%	1525
2025 Q2	$768K	Buy	22,376 +14,253	+175%	+$444K	﹤0.01%	1663
2025 Q1	$236K	Buy	8,123 +1,262	+18%	+$39.3K	﹤0.01%	2357
2024 Q4	$212K	Buy	+6,861	New	+$215K	﹤0.01%	2448
2024 Q3	–	Sell	-7,432	Closed	-$221K	–	2622
2024 Q2	$221K	Buy	+7,432	New	+$210K	﹤0.01%	2335

Other funds holding FMAG

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services's FMAG Position: Q3 2026 in Review

Kestra Advisory Services increased its Fidelity Magellan ETF (FMAG) stake by 77% in Q3 2026, buying an estimated $637K and bringing the position to 40,637 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Kestra Advisory Services first reported a position in FMAG in Q2 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold FMAG as of Q3 2026.

Kestra Advisory Services held 40,637 shares of Fidelity Magellan ETF worth $1.47M as of Q3 2026.
Kestra Advisory Services bought 17,663 Fidelity Magellan ETF shares in Q3 2026, an estimated $637K.
Fidelity Magellan ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1681 holding.
Kestra Advisory Services first reported a position in Fidelity Magellan ETF in Q2 2024 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.