Seamount Financial Group’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Seamount Financial Group’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 Q3	$479K	Buy	4,524 +181	+4%	+$18.7K	0.19%	97
2026 Q2	$448K	Buy	4,343 +6	+0.1%	+$597	0.18%	97
2026 Q1	$368K	Buy	4,337 +6	+0.1%	+$539	0.17%	102
2025 Q4	$396K	Buy	4,331 +7	+0.2%	+$637	0.18%	98
2025 Q3	$385K	Buy	4,324 +6	+0.1%	+$506	0.18%	99
2025 Q2	$346K	Buy	4,318 +7	+0.2%	+$504	0.18%	102
2025 Q1	$293K	Buy	4,311 +5	+0.1%	+$373	0.2%	88
2024 Q4	$327K	Hold	4,306	–	–	0.23%	81
2024 Q3	$308K	Hold	4,306	–	–	0.23%	83
2024 Q2	$301K	Hold	4,306	–	–	0.25%	78
2024 Q1	$277K	Hold	4,306	–	–	0.24%	78
2023 Q4	$255K	Buy	+4,306	New	+$236K	0.24%	76

Other funds holding ONEQ

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Lebenthal Global Advisors Hauppauge, New York $747M AUM 15.75% 1-Year Est. Return

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Seamount Financial Group's ONEQ Position: Q3 2026 in Review

Seamount Financial Group increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 4.2% in Q3 2026, buying an estimated $18.7K and bringing the position to 4,524 shares worth $479K. The position accounts for 0.19% of the portfolio, ranked #97.

Seamount Financial Group first reported a position in ONEQ in Q4 2023 and has held it in 12 quarters since. 308 funds tracked by Wall St. Rank hold ONEQ as of Q3 2026.

Seamount Financial Group held 4,524 shares of Fidelity Nasdaq Composite Index ETF worth $479K as of Q3 2026.
Seamount Financial Group bought 181 Fidelity Nasdaq Composite Index ETF shares in Q3 2026, an estimated $18.7K.
Fidelity Nasdaq Composite Index ETF made up 0.19% of Seamount Financial Group's portfolio in Q3 2026, its #97 holding.
Seamount Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q4 2023 and has held it in 12 quarters since.
308 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.