Stonebridge Financial Planning Group’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Stonebridge Financial Planning Group’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2M	Buy	28,789 +2,206	+8%	+$160K	0.64%	45
2026 Q1	$1.81M	Buy	26,583 +3,812	+17%	+$274K	0.67%	48
2025 Q4	$1.67M	Buy	22,771 +2,269	+11%	+$161K	0.6%	56
2025 Q3	$1.46M	Buy	20,502 +4,277	+26%	+$289K	0.55%	58
2025 Q2	$1.05M	Buy	16,225 +601	+4%	+$35K	0.44%	67
2025 Q1	$879K	Buy	15,624 +895	+6%	+$53.9K	0.4%	76
2024 Q4	$865K	Sell	14,729 -297	-2%	-$17.2K	0.39%	71
2024 Q3	$828K	Buy	15,026 +55	+0.4%	+$2.87K	0.39%	72
2024 Q2	$782K	Sell	14,971 -298	-2%	-$15K	0.39%	70
2024 Q1	$757K	Buy	15,269 +2,042	+15%	+$96.8K	0.4%	76
2023 Q4	$589K	Buy	13,227 +2,286	+21%	+$95.4K	0.34%	81
2023 Q3	$434K	Buy	+10,941	New	+$447K	0.28%	90
2022 Q2	–	Sell	-6,223	Closed	-$283K	–	116
2022 Q1	$283K	Sell	6,223 -4,155	-40%	-$193K	0.16%	95
2021 Q4	$487K	Sell	10,378 -11,391	-52%	-$600K	0.26%	75
2021 Q3	$1.18M	Buy	+21,769	New	+$1.2M	0.58%	47

Other funds holding FCOM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return

Stonebridge Financial Planning Group's FCOM Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 8.3% in Q2 2026, buying an estimated $160K and bringing the position to 28,789 shares worth $2M. The position accounts for 0.64% of the portfolio, ranked #45.

Stonebridge Financial Planning Group first reported a position in FCOM in Q3 2021 and has held it in 15 quarters since. 212 funds tracked by Wall St. Rank hold FCOM as of Q2 2026.

Stonebridge Financial Planning Group held 28,789 shares of Fidelity MSCI Communication Services Index ETF worth $2M as of Q2 2026.
Stonebridge Financial Planning Group bought 2,206 Fidelity MSCI Communication Services Index ETF shares in Q2 2026, an estimated $160K.
Fidelity MSCI Communication Services Index ETF made up 0.64% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #45 holding.
Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2021 and has held it in 15 quarters since.
212 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.