Marshall Financial Group (Maryland)’s Fidelity Corporate Bond ETF FCOR Stock Holding History

Marshall Financial Group (Maryland)’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	$343K	Sell	7,270 -1,036	-12%	-$49K	0.05%	252
2026 Q1	$391K	Sell	8,306 -4,194	-34%	-$201K	0.06%	218
2025 Q4	$598K	Sell	12,500 -598	-5%	-$28.8K	0.12%	188
2025 Q3	$629K	Sell	13,098 -1,466	-10%	-$69.7K	0.12%	175
2025 Q2	$685K	Sell	14,564 -1,930	-12%	-$89.9K	0.13%	170
2025 Q1	$775K	Sell	16,494 -225	-1%	-$10.5K	0.17%	143
2024 Q4	$775K	Sell	16,719 -171	-1%	-$8.07K	0.19%	135
2024 Q3	$816K	Buy	+16,890	New	+$803K	0.2%	137

Other funds holding FCOR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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 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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Financial Group (Maryland)'s FCOR Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Fidelity Corporate Bond ETF (FCOR) stake by 12% in Q2 2026, selling an estimated $49K and leaving 7,270 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #252.

Marshall Financial Group (Maryland) first reported a position in FCOR in Q3 2024 and has held it in 8 quarters since. The position peaked at $816K in Q3 2024. 70 funds tracked by Wall St. Rank hold FCOR as of Q2 2026.

Marshall Financial Group (Maryland) held 7,270 shares of Fidelity Corporate Bond ETF worth $343K as of Q2 2026.
Marshall Financial Group (Maryland) sold 1,036 Fidelity Corporate Bond ETF shares in Q2 2026, an estimated $49K.
Fidelity Corporate Bond ETF made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #252 holding.
Marshall Financial Group (Maryland) first reported a position in Fidelity Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Marshall Financial Group (Maryland)'s Fidelity Corporate Bond ETF position peaked at $816K in Q3 2024.
70 funds tracked by Wall St. Rank held Fidelity Corporate Bond ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.