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Socha Financial Group’s Fidelity Fundamental Large Cap Core ETF FFLC Stock Holding History

Socha Financial Group’s Portfolio FFLC Stock Details FFLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.8M Buy
607,941
+21,842
+4% +$1.25M 14.57% 3
2026
Q1 		$30.1M Sell
586,099
-7,309
-1% -$392K 15.25% 3
2025
Q4 		$31.7M Sell
593,408
-325,737
-35% -$17.2M 15.45% 3
2025
Q3 		$47.8M Sell
919,145
-25,171
-3% -$1.27M 20.21% 3
2025
Q2 		$46.1M Sell
944,316
-232,203
-20% -$10.4M 20.54% 3
2025
Q1 		$51.2M Buy
1,176,519
+138,992
+13% +$6.4M 25.01% 2
2024
Q4 		$47.6M Buy
+1,037,527
New +$48.4M 22.32% 3

Other funds holding FFLC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
DC
Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Socha Financial Group's FFLC Position: Q2 2026 in Review

Socha Financial Group increased its Fidelity Fundamental Large Cap Core ETF (FFLC) stake by 3.7% in Q2 2026, buying an estimated $1.25M and bringing the position to 607,941 shares worth $35.8M. The position accounts for 14.57% of the portfolio, ranked #3.

Socha Financial Group first reported a position in FFLC in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.2M in Q1 2025. 116 funds tracked by Wall St. Rank hold FFLC as of Q2 2026.

  • Socha Financial Group held 607,941 shares of Fidelity Fundamental Large Cap Core ETF worth $35.8M as of Q2 2026.
  • Socha Financial Group bought 21,842 Fidelity Fundamental Large Cap Core ETF shares in Q2 2026, an estimated $1.25M.
  • Fidelity Fundamental Large Cap Core ETF made up 14.57% of Socha Financial Group's portfolio in Q2 2026, its #3 holding.
  • Socha Financial Group first reported a position in Fidelity Fundamental Large Cap Core ETF in Q4 2024 and has held it in 7 quarters since.
  • Socha Financial Group's Fidelity Fundamental Large Cap Core ETF position peaked at $51.2M in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Core ETF as of Q2 2026.

Based on Socha Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.