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Snider Financial Group’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Snider Financial Group’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 		– Sell
-12,449
Closed -$335K – 106
2025
Q4 		$335K Sell
12,449
-3,639
-23% -$99.3K 0.09% 84
2025
Q3 		$447K Sell
16,088
-431
-3% -$11.9K 0.12% 79
2025
Q2 		$447K Buy
16,519
+432
+3% +$11.5K 0.13% 80
2025
Q1 		$442K Sell
16,087
-2,433
-13% -$66.9K 0.14% 75
2024
Q4 		$500K Buy
+18,520
New +$530K 0.16% 74

Other funds holding FREL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
T
TrueFG Cedar Park, Texas $428M AUM 11.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Snider Financial Group's FREL Position: Q1 2026 in Review

Snider Financial Group sold out of Fidelity MSCI Real Estate Index ETF (FREL) in Q1 2026, closing a stake of 12,449 shares — an estimated $335K sold.

Snider Financial Group first reported a position in FREL in Q4 2024 and held it in 5 quarters. The position peaked at $500K in Q4 2024. 205 funds tracked by Wall St. Rank hold FREL as of Q1 2026.

  • Snider Financial Group reported no remaining Fidelity MSCI Real Estate Index ETF position as of Q1 2026 after selling out during the quarter.
  • Snider Financial Group sold 12,449 Fidelity MSCI Real Estate Index ETF shares in Q1 2026, an estimated $335K.
  • Snider Financial Group first reported a position in Fidelity MSCI Real Estate Index ETF in Q4 2024 and held it in 5 quarters.
  • Snider Financial Group's Fidelity MSCI Real Estate Index ETF position peaked at $500K in Q4 2024.
  • 205 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2026.

Based on Snider Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.