Patriot Financial Group Insurance Agency’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FFLC Stock Details FFLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.58M	Sell	26,745 -27,019	-50%	-$1.55M	0.16%	155
2026 Q1	$2.76M	Buy	53,764 +28,105	+110%	+$1.51M	0.16%	162
2025 Q4	$1.37M	Buy	25,659 +3,892	+18%	+$205K	0.16%	157
2025 Q3	$1.13M	Buy	21,767 +2,539	+13%	+$128K	0.15%	181
2025 Q2	$939K	Buy	19,228 +3,524	+22%	+$158K	0.11%	214
2025 Q1	$683K	Buy	+15,704	New	+$723K	0.09%	241

Other funds holding FFLC

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SFG

Socha Financial Group Corning, New York $246M AUM 33.12% 1-Year Est. Return

Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FFLC Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 50% in Q2 2026, selling an estimated $1.55M and leaving 26,745 shares worth $1.58M. The position accounts for 0.16% of the portfolio, ranked #155.

Patriot Financial Group Insurance Agency first reported a position in FFLC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76M in Q1 2026. 57 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

Patriot Financial Group Insurance Agency held 26,745 shares of Fidelity Fundamental Large Cap Core ETF worth $1.58M as of Q2 2026.
Patriot Financial Group Insurance Agency sold 27,019 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $1.55M.
Fidelity Fundamental Large Cap Core ETF made up 0.16% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #155 holding.
Patriot Financial Group Insurance Agency first reported a position in Fidelity Fundamental Large Cap Core ETF in Q1 2025 and has held it in 6 quarters since.
Patriot Financial Group Insurance Agency's Fidelity Fundamental Large Cap Core ETF position peaked at $2.76M in Q1 2026.
57 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.