Private Trust Company’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Private Trust Company’s Portfolio FCPI Stock Details FCPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$252K	Hold	4,500	–	–	0.02%	729
2026 Q2	$246K	Hold	4,500	–	–	0.02%	737
2026 Q1	$221K	Hold	4,500	–	–	0.02%	735
2025 Q4	$223K	Hold	4,500	–	–	0.02%	720
2025 Q3	$225K	Hold	4,500	–	–	0.02%	709
2025 Q2	$210K	Hold	4,500	–	–	0.02%	700
2025 Q1	$195K	Hold	4,500	–	–	0.02%	721
2024 Q4	$195K	Hold	4,500	–	–	0.02%	705
2024 Q3	$195K	Hold	4,500	–	–	0.02%	709
2024 Q2	$184K	Hold	4,500	–	–	0.02%	686
2024 Q1	$177K	Hold	4,500	–	–	0.02%	688
2023 Q4	$158K	Hold	4,500	–	–	0.02%	682
2023 Q3	$144K	Hold	4,500	–	–	0.02%	671
2023 Q2	$148K	Hold	4,500	–	–	0.02%	669
2023 Q1	$142K	Hold	4,500	–	–	0.02%	648
2022 Q4	$139K	Hold	4,500	–	–	0.02%	626
2022 Q3	$127K	Hold	4,500	–	–	0.02%	594
2022 Q2	$131K	Buy	+4,500	New	+$145K	0.02%	602

Other funds holding FCPI

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SEP

Signature Equity Partners Columbus, Ohio $287M AUM 21.26% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Sunrise Financial Services Burien, Washington $180M AUM 18.87% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Private Trust Company's FCPI Position: Q3 2026 in Review

Private Trust Company held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q3 2026 at 4,500 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #729.

Private Trust Company first reported a position in FCPI in Q2 2022 and has held it in 18 quarters since. 11 funds tracked by Wall St. Rank hold FCPI as of Q3 2026.

Private Trust Company held 4,500 shares of Fidelity Stocks for Inflation ETF worth $252K as of Q3 2026.
Private Trust Company left its Fidelity Stocks for Inflation ETF share count unchanged in Q3 2026.
Fidelity Stocks for Inflation ETF made up 0.02% of Private Trust Company's portfolio in Q3 2026, its #729 holding.
Private Trust Company first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 18 quarters since.
11 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q3 2026.

Based on Private Trust Company's 13F filing for Q3 2026, filed 20 Oct 2026.