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Patriot Financial Group Insurance Agency’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-5,144
Closed -$269K – 568
2026
Q1 		$269K Buy
+5,144
New +$275K 0.02% 596
2022
Q3 		– Sell
-1,830
Closed -$79K – 966
2022
Q2 		$79K Sell
1,830
-1,525
-45% -$68.8K 0.02% 604
2022
Q1 		$154K Sell
3,355
-39
-1% -$1.77K 0.03% 468
2021
Q4 		$158K Sell
3,394
-6
-0.2% -$264 0.03% 521
2021
Q3 		$142K Buy
3,400
+1,180
+53% +$51K 0.03% 543
2021
Q2 		$95K Buy
2,220
+1,511
+213% +$64.5K 0.02% 642
2021
Q1 		$29K Buy
709
+167
+31% +$6.69K 0.01% 962
2020
Q4 		$22K Buy
542
+83
+18% +$3.29K 0.01% 940
2020
Q3 		$18K Sell
459
-60
-12% -$2.26K 0.01% 828
2020
Q2 		$18K Sell
519
-200
-28% -$6.92K 0.01% 776
2020
Q1 		$23K Buy
719
+202
+39% +$7.31K 0.01% 618
2019
Q4 		$19K Hold
517
– – 0.01% 699
2019
Q3 		$19K Hold
517
– – 0.01% 664
2019
Q2 		$18K Sell
517
-5
-1% -$172 0.01% 676
2019
Q1 		$18K Buy
+522
New +$16.8K 0.01% 572
2018
Q4 		– Sell
-495
Closed -$16K – 1031
2018
Q3 		$16K Buy
+495
New +$16.1K 0.01% 523

Other funds holding FSTA

MAM
Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
SCA
Southern Capital Advisors Jackson, Tennessee $239M AUM 22.42% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026, closing a stake of 5,144 shares — an estimated $269K sold.

Patriot Financial Group Insurance Agency first reported a position in FSTA in Q3 2018 and held it in 16 quarters. The position peaked at $269K in Q1 2026. 69 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,144 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2026, an estimated $269K.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2018 and held it in 16 quarters.
  • Patriot Financial Group Insurance Agency's Fidelity MSCI Consumer Staples Index ETF position peaked at $269K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

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