SA
FLRG icon

Sovran Advisors’s Fidelity US Multifactor ETF FLRG Stock Holding History

Sovran Advisors’s Portfolio FLRG Stock Details FLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
28,254
+1,408
+5% +$56.3K 0.09% 236
2026
Q1 		$1.07M Buy
26,846
+909
+4% +$34.5K 0.08% 234
2025
Q4 		$995K Buy
25,937
+1,137
+5% +$43.3K 0.08% 233
2025
Q3 		$944K Buy
24,800
+2,948
+13% +$109K 0.08% 223
2025
Q2 		$783K Buy
21,852
+2,314
+12% +$78.1K 0.08% 239
2025
Q1 		$615K Buy
19,538
+129
+0.7% +$4.44K 0.08% 250
2024
Q4 		$663K Buy
+19,409
New +$672K 0.09% 218

Other funds holding FLRG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM

Sovran Advisors's FLRG Position: Q2 2026 in Review

Sovran Advisors increased its Fidelity US Multifactor ETF (FLRG) stake by 5.2% in Q2 2026, buying an estimated $56.3K and bringing the position to 28,254 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #236.

Sovran Advisors first reported a position in FLRG in Q4 2024 and has held it in 7 quarters since. 16 funds tracked by Wall St. Rank hold FLRG as of Q2 2026.

  • Sovran Advisors held 28,254 shares of Fidelity US Multifactor ETF worth $1.17M as of Q2 2026.
  • Sovran Advisors bought 1,408 Fidelity US Multifactor ETF shares in Q2 2026, an estimated $56.3K.
  • Fidelity US Multifactor ETF made up 0.09% of Sovran Advisors's portfolio in Q2 2026, its #236 holding.
  • Sovran Advisors first reported a position in Fidelity US Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • 16 funds tracked by Wall St. Rank held Fidelity US Multifactor ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.