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FREL icon

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

Napier Financial’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 		$10.2K Hold
349
– – ﹤0.01% 333
2026
Q1 		$9.39K Buy
+349
New +$9.72K ﹤0.01% 329

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

Napier Financial's FREL Position: Q2 2026 in Review

Napier Financial held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q2 2026 at 349 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Napier Financial first reported a position in FREL in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold FREL as of Q2 2026.

  • Napier Financial held 349 shares of Fidelity MSCI Real Estate Index ETF worth $10.2K as of Q2 2026.
  • Napier Financial left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q2 2026.
  • Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Napier Financial's portfolio in Q2 2026, its #333 holding.
  • Napier Financial first reported a position in Fidelity MSCI Real Estate Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.