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

SevenBridge 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 Q2	$210K	Buy	+2,000	New	+$199K	0.03%	202
2019 Q3	–	Sell	-2,000	Closed	-$63K	–	446
2019 Q2	$63K	Hold	2,000	–	–	0.02%	249
2019 Q1	$61K	Hold	2,000	–	–	0.02%	223
2018 Q4	$52K	Hold	2,000	–	–	0.03%	205
2018 Q3	$63K	Hold	2,000	–	–	0.03%	206
2018 Q2	$59K	Hold	2,000	–	–	0.03%	220
2018 Q1	$55K	Hold	2,000	–	–	0.03%	228
2017 Q4	$54K	Hold	2,000	–	–	0.03%	238
2017 Q3	$51K	Hold	2,000	–	–	0.03%	251
2017 Q2	$48K	Hold	2,000	–	–	0.03%	264
2017 Q1	$46K	Hold	2,000	–	–	0.03%	261
2016 Q4	$41K	Hold	2,000	–	–	0.03%	281
2016 Q3	$41K	Hold	2,000	–	–	0.03%	279
2016 Q2	$38K	Buy	+2,000	New	+$38.1K	0.03%	318

Other funds holding ONEQ

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

Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

SevenBridge Financial Group's ONEQ Position: Q2 2026 in Review

SevenBridge Financial Group opened a new position in Fidelity Nasdaq Composite Index ETF (ONEQ) in Q2 2026: 2,000 shares worth $210K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings. This is a return to the name: SevenBridge Financial Group previously reported a position in ONEQ as recently as Q2 2019.

SevenBridge Financial Group first reported a position in ONEQ in Q2 2016 and has held it in 14 quarters since. 440 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

SevenBridge Financial Group held 2,000 shares of Fidelity Nasdaq Composite Index ETF worth $210K as of Q2 2026.
Fidelity Nasdaq Composite Index ETF was a new SevenBridge Financial Group position in Q2 2026.
Fidelity Nasdaq Composite Index ETF made up 0.03% of SevenBridge Financial Group's portfolio in Q2 2026, its #202 holding.
SevenBridge Financial Group first reported a position in Fidelity Nasdaq Composite Index ETF in Q2 2016 and has held it in 14 quarters since.
440 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on SevenBridge Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.