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Montgomery Financial Services’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Montgomery Financial Services’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.6K Buy
+345
New +$34.4K 0.03% 86

Other funds holding ONEQ

NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.82B AUM 16.11% 1-Year Est. Return

Montgomery Financial Services's ONEQ Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 345 shares worth $35.6K. The stake represents 0.03% of the portfolio and ranks #86 among its holdings.

421 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Montgomery Financial Services held 345 shares of Fidelity Nasdaq Composite Index ETF worth $35.6K as of Q2 2026.
  • Fidelity Nasdaq Composite Index ETF was a new Montgomery Financial Services position in Q2 2026.
  • Fidelity Nasdaq Composite Index ETF made up 0.03% of Montgomery Financial Services's portfolio in Q2 2026, its #86 holding.
  • 421 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.