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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Trust Company's FCPI Position: Q2 2026 in Review

Private Trust Company held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q2 2026 at 4,500 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #737.

Private Trust Company first reported a position in FCPI in Q2 2022 and has held it in 17 quarters since. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

Private Trust Company held 4,500 shares of Fidelity Stocks for Inflation ETF worth $246K as of Q2 2026.
Private Trust Company left its Fidelity Stocks for Inflation ETF share count unchanged in Q2 2026.
Fidelity Stocks for Inflation ETF made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #737 holding.
Private Trust Company first reported a position in Fidelity Stocks for Inflation ETF in Q2 2022 and has held it in 17 quarters since.
50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.