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Sunrise Financial Services’s Fidelity Stocks for Inflation ETF FCPI Stock Holding History

Sunrise Financial Services’s Portfolio FCPI Stock Details FCPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7K Hold
250
– – 0.01% 211
2026
Q1 		$12.3K Hold
250
– – 0.01% 215
2025
Q4 		$12.4K Buy
+250
New +$12.5K 0.01% 194

Other funds holding FCPI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sunrise Financial Services's FCPI Position: Q2 2026 in Review

Sunrise Financial Services held its Fidelity Stocks for Inflation ETF (FCPI) position steady in Q2 2026 at 250 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #211.

Sunrise Financial Services first reported a position in FCPI in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold FCPI as of Q2 2026.

  • Sunrise Financial Services held 250 shares of Fidelity Stocks for Inflation ETF worth $13.7K as of Q2 2026.
  • Sunrise Financial Services left its Fidelity Stocks for Inflation ETF share count unchanged in Q2 2026.
  • Fidelity Stocks for Inflation ETF made up 0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #211 holding.
  • Sunrise Financial Services first reported a position in Fidelity Stocks for Inflation ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Fidelity Stocks for Inflation ETF as of Q2 2026.

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