PSF
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Pacific Sun Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Pacific Sun Financial’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
Q1 		$892K Buy
10,510
+20
+0.2% +$1.8K 0.43% 70
2025
Q4 		$959K Sell
10,490
-20
-0.2% -$1.82K 0.46% 68
2025
Q3 		$937K Hold
10,510
– – 0.45% 69
2025
Q2 		$842K Hold
10,510
– – 0.44% 70
2025
Q1 		$715K Sell
10,510
-240
-2% -$17.9K 0.41% 74
2024
Q4 		$818K Sell
10,750
-20
-0.2% -$1.5K 0.45% 68
2024
Q3 		$771K Sell
10,770
-80
-0.7% -$5.55K 0.43% 71
2024
Q2 		$759K Sell
10,850
-50
-0.5% -$3.27K 0.45% 67
2024
Q1 		$702K Sell
10,900
-100
-0.9% -$6.18K 0.41% 75
2023
Q4 		$652K Sell
11,000
-40
-0.4% -$2.19K 0.41% 72
2023
Q3 		$574K Sell
11,040
-830
-7% -$45K 0.4% 80
2023
Q2 		$569K Buy
+11,870
New +$591K 0.38% 81
2022
Q4 		$482K Buy
11,760
+200
+2% +$8.54K 0.34% 93
2022
Q3 		$479K Buy
11,560
+75
+0.7% +$3.49K 0.34% 98
2022
Q2 		$496K Buy
11,485
+485
+4% +$23.1K 0.33% 100
2022
Q1 		$611K Buy
11,000
+390
+4% +$21.3K 0.33% 90
2021
Q4 		$646K Hold
10,610
– – 0.34% 86
2021
Q3 		$596K Buy
+10,610
New +$612K 0.34% 90
2020
Q3 		$487K Buy
11,210
+500
+5% +$21.3K 0.41% 84
2020
Q2 		$419K Hold
10,710
– – 0.38% 87
2020
Q1 		$320K Buy
10,710
+1,780
+20% +$60.8K 0.37% 90
2019
Q4 		$312K Buy
8,930
+100
+1% +$3.32K 0.28% 106
2019
Q3 		$277K Buy
8,830
+650
+8% +$20.6K 0.26% 114
2019
Q2 		$257K Buy
+8,180
New +$253K 0.25% 112

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $688M AUM 14.54% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $3.3B AUM 20.27% 1-Year Est. Return

Pacific Sun Financial's ONEQ Position: Q1 2026 in Review

Pacific Sun Financial increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 0.19% in Q1 2026, buying an estimated $1.8K and bringing the position to 10,510 shares worth $892K. The position accounts for 0.43% of the portfolio, ranked #70.

Pacific Sun Financial first reported a position in ONEQ in Q2 2019 and has held it in 24 quarters since. The position peaked at $959K in Q4 2025. 392 funds tracked by Wall St. Rank hold ONEQ as of Q1 2026.

  • Pacific Sun Financial held 10,510 shares of Fidelity Nasdaq Composite Index ETF worth $892K as of Q1 2026.
  • Pacific Sun Financial bought 20 Fidelity Nasdaq Composite Index ETF shares in Q1 2026, an estimated $1.8K.
  • Fidelity Nasdaq Composite Index ETF made up 0.43% of Pacific Sun Financial's portfolio in Q1 2026, its #70 holding.
  • Pacific Sun Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2019 and has held it in 24 quarters since.
  • Pacific Sun Financial's Fidelity Nasdaq Composite Index ETF position peaked at $959K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.