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Patriot Financial Group Insurance Agency’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Patriot Financial Group Insurance Agency’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 		$3.21M Sell
31,109
-23,923
-43% -$2.38M 0.33% 84
2026
Q1 		$4.67M Buy
55,032
+31,883
+138% +$2.86M 0.26% 109
2025
Q4 		$2.12M Buy
23,149
+2,637
+13% +$240K 0.25% 111
2025
Q3 		$1.83M Buy
+20,512
New +$1.73M 0.23% 118

Other funds holding ONEQ

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
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency reduced its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 43% in Q2 2026, selling an estimated $2.38M and leaving 31,109 shares worth $3.21M. The position accounts for 0.33% of the portfolio, ranked #84.

Patriot Financial Group Insurance Agency first reported a position in ONEQ in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.67M in Q1 2026. 274 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 31,109 shares of Fidelity Nasdaq Composite Index ETF worth $3.21M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 23,923 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $2.38M.
  • Fidelity Nasdaq Composite Index ETF made up 0.33% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #84 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 4 quarters since.
  • Patriot Financial Group Insurance Agency's Fidelity Nasdaq Composite Index ETF position peaked at $4.67M in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

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