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

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Novem Group Rochester, New York $1.01B AUM 13.42% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Dahring Cusmano Novi, Michigan $190M AUM 18.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $389M AUM 17.8% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

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.