Roble Belko & Company’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Roble Belko & Company’s Portfolio FREL Stock Details FREL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Hold	27	–	–	﹤0.01%	419
2025 Q4	$1K	Buy	27 +1	+4%	+$27	﹤0.01%	424
2025 Q3	$1K	Hold	26	–	–	﹤0.01%	387
2025 Q2	$1K	Hold	26	–	–	﹤0.01%	368
2025 Q1	$1K	Hold	26	–	–	﹤0.01%	355
2024 Q4	$1K	Buy	26 +1	+4%	+$29	﹤0.01%	332
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	310
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	303
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	298
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	299
2023 Q3	$1K	Buy	25 +1	+4%	+$25	﹤0.01%	270
2023 Q2	$1K	Hold	24	–	–	﹤0.01%	272
2023 Q1	$1K	Hold	24	–	–	﹤0.01%	274
2022 Q4	$1K	Hold	24	–	–	﹤0.01%	299
2022 Q3	$1K	Buy	24 +1	+4%	+$28	﹤0.01%	297
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	298
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	355
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	324
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	300
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	312
2021 Q1	$1K	Buy	23 +1	+5%	+$26	﹤0.01%	304
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	295
2020 Q3	$1K	Buy	+22	New	+$526	﹤0.01%	303

Other funds holding FREL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Roble Belko & Company's FREL Position: Q1 2026 in Review

Roble Belko & Company held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2026 at 27 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Roble Belko & Company first reported a position in FREL in Q3 2020 and has held it in 23 quarters since. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

Roble Belko & Company held 27 shares of Fidelity MSCI Real Estate Index ETF worth $1K as of Q1 2026.
Roble Belko & Company left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2026.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q1 2026, its #419 holding.
Roble Belko & Company first reported a position in Fidelity MSCI Real Estate Index ETF in Q3 2020 and has held it in 23 quarters since.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.