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Summit Financial’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Summit Financial’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
Q1 		$1.05M Sell
15,440
-2,137
-12% -$154K 0.01% 759
2025
Q4 		$1.29M Buy
17,577
+114
+0.7% +$8.09K 0.02% 591
2025
Q3 		$1.24M Buy
+17,463
New +$1.18M 0.02% 585

Other funds holding FCOM

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Summit Financial's FCOM Position: Q1 2026 in Review

Summit Financial reduced its Fidelity MSCI Communication Services Index ETF (FCOM) stake by 12% in Q1 2026, selling an estimated $154K and leaving 15,440 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #759.

Summit Financial first reported a position in FCOM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.29M in Q4 2025. 198 funds tracked by Wall St. Rank hold FCOM as of Q1 2026.

  • Summit Financial held 15,440 shares of Fidelity MSCI Communication Services Index ETF worth $1.05M as of Q1 2026.
  • Summit Financial sold 2,137 Fidelity MSCI Communication Services Index ETF shares in Q1 2026, an estimated $154K.
  • Fidelity MSCI Communication Services Index ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #759 holding.
  • Summit Financial first reported a position in Fidelity MSCI Communication Services Index ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Fidelity MSCI Communication Services Index ETF position peaked at $1.29M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.