SYM Financial Corp’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

SYM Financial Corp’s Portfolio FSTA Stock Details FSTA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.8K	Buy	+395	New	+$21K	﹤0.01%	468
2026 Q1	–	Sell	-395	Closed	-$19.4K	–	434
2025 Q4	$19.4K	Buy	+395	New	+$19.6K	﹤0.01%	392
2025 Q3	–	Sell	-395	Closed	-$20.2K	–	434
2025 Q2	$20.2K	Buy	+395	New	+$20.2K	﹤0.01%	384
2024 Q2	–	Sell	-200	Closed	-$9.52K	–	268
2024 Q1	$9.52K	Sell	200 -800	-80%	-$36.7K	﹤0.01%	154
2023 Q4	$44.6K	Sell	1,000 -1,650	-62%	-$70.6K	0.01%	141
2023 Q3	$113K	Buy	+2,650	New	+$119K	0.02%	103

Other funds holding FSTA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return

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

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

SYM Financial Corp's FSTA Position: Q2 2026 in Review

SYM Financial Corp opened a new position in Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2026: 395 shares worth $20.8K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: SYM Financial Corp previously reported a position in FSTA as recently as Q4 2025.

SYM Financial Corp first reported a position in FSTA in Q3 2023 and has held it in 6 quarters since. The position peaked at $113K in Q3 2023. 214 funds tracked by Wall St. Rank hold FSTA as of Q2 2026.

SYM Financial Corp held 395 shares of Fidelity MSCI Consumer Staples Index ETF worth $20.8K as of Q2 2026.
Fidelity MSCI Consumer Staples Index ETF was a new SYM Financial Corp position in Q2 2026.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of SYM Financial Corp's portfolio in Q2 2026, its #468 holding.
SYM Financial Corp first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2023 and has held it in 6 quarters since.
SYM Financial Corp's Fidelity MSCI Consumer Staples Index ETF position peaked at $113K in Q3 2023.
214 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.