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FREL icon

Larson Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Larson Financial Group’s Portfolio FREL Stock Details FREL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$583K Buy
19,892
+387
+2% +$11.2K 0.02% 515
2026
Q1 		$525K Buy
19,505
+1,187
+6% +$33K 0.02% 465
2025
Q4 		$493K Buy
18,318
+1,017
+6% +$27.8K 0.02% 468
2025
Q3 		$481K Buy
17,301
+2,862
+20% +$78.8K 0.02% 473
2025
Q2 		$390K Buy
14,439
+4,202
+41% +$112K 0.02% 495
2025
Q1 		$281K Buy
10,237
+4,825
+89% +$133K 0.01% 549
2024
Q4 		$146K Buy
5,412
+4,155
+331% +$119K 0.01% 640
2024
Q3 		$37.1K Buy
1,257
+1,201
+2,145% +$33.4K ﹤0.01% 993
2024
Q2 		$1.42K Hold
56
– – ﹤0.01% 1649
2024
Q1 		$1.46K Sell
56
-218
-80% -$5.62K ﹤0.01% 1402
2023
Q4 		$7.3K Sell
274
-1,456
-84% -$34.7K ﹤0.01% 1095
2023
Q3 		$39.4K Hold
1,730
– – ﹤0.01% 675
2023
Q2 		$43.4K Hold
1,730
– – ﹤0.01% 585
2023
Q1 		$43.1K Buy
1,730
+152
+10% +$3.92K ﹤0.01% 587
2022
Q4 		$39.1K Buy
1,578
+174
+12% +$4.3K ﹤0.01% 567
2022
Q3 		$34K Hold
1,404
– – ﹤0.01% 530
2022
Q2 		$38K Hold
1,404
– – 0.01% 422
2022
Q1 		$45K Buy
1,404
+626
+80% +$19.8K 0.01% 396
2021
Q4 		$27K Buy
+778
New +$25.4K ﹤0.01% 484

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Larson Financial Group's FREL Position: Q2 2026 in Review

Larson Financial Group increased its Fidelity MSCI Real Estate Index ETF (FREL) stake by 2% in Q2 2026, buying an estimated $11.2K and bringing the position to 19,892 shares worth $583K. The position accounts for 0.02% of the portfolio, ranked #515.

Larson Financial Group first reported a position in FREL in Q4 2021 and has held it in 19 quarters since. 211 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Larson Financial Group held 19,892 shares of Fidelity MSCI Real Estate Index ETF worth $583K as of Q2 2026.
  • Larson Financial Group bought 387 Fidelity MSCI Real Estate Index ETF shares in Q2 2026, an estimated $11.2K.
  • Fidelity MSCI Real Estate Index ETF made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #515 holding.
  • Larson Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2021 and has held it in 19 quarters since.
  • 211 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.