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Summit Financial’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Summit Financial’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.08M Buy
39,506
+467
+1% +$46.5K 0.04% 399
2026
Q1 		$3.31M Buy
39,039
+6,373
+20% +$572K 0.04% 429
2025
Q4 		$2.99M Buy
32,666
+25,485
+355% +$2.32M 0.04% 381
2025
Q3 		$640K Buy
+7,181
New +$606K 0.01% 800

Other funds holding ONEQ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $10.3B AUM 30.79% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Summit Financial's ONEQ Position: Q2 2026 in Review

Summit Financial increased its Fidelity Nasdaq Composite Index ETF (ONEQ) stake by 1.2% in Q2 2026, buying an estimated $46.5K and bringing the position to 39,506 shares worth $4.08M. The position accounts for 0.04% of the portfolio, ranked #399.

Summit Financial first reported a position in ONEQ in Q3 2025 and has held it in 4 quarters since. 442 funds tracked by Wall St. Rank hold ONEQ as of Q2 2026.

  • Summit Financial held 39,506 shares of Fidelity Nasdaq Composite Index ETF worth $4.08M as of Q2 2026.
  • Summit Financial bought 467 Fidelity Nasdaq Composite Index ETF shares in Q2 2026, an estimated $46.5K.
  • Fidelity Nasdaq Composite Index ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #399 holding.
  • Summit Financial first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2025 and has held it in 4 quarters since.
  • 442 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.